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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,999 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $681,295 | $81,233+738.7% | $155,567+337.9% | $80,874+742.4% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 63.48% | 33.33%+30.1pp | 64.74%-1.3pp | 35.62%+27.9pp |
| Employer contribution / active EE | $48,133 | $3,101+1452.3% | $4,674+929.8% | $2,756+1646.7% |
| Participant deferral / active EE | $6,927 | $3,452+100.7% | $5,628+23.1% | $4,297+61.2% |
| Admin fee / account holder | -$185 | $7,998-102.3% | $15,916-101.2% | $6,935-102.7% |