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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 | $81,331+737.7% | $155,534+338.0% | $80,935+741.8% |
| Participation rate | 96.9% | 66.3%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 63.48% | 33.37%+30.1pp | 64.92%-1.4pp | 35.66%+27.8pp |
| Employer contribution / active EE | $48,133 | $3,105+1450.3% | $4,675+929.6% | $2,757+1646.0% |
| Participant deferral / active EE | $6,927 | $3,454+100.5% | $5,630+23.0% | $4,299+61.1% |
| Admin fee / account holder | -$185 | $7,999-102.3% | $15,900-101.2% | $6,924-102.7% |