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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $13,212 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,098 | $277,327-89.9% | $154,108-81.8% | - |
| Participation rate | 90.9% | 62.7%+28.2pp | 83.0%+7.9pp | - |
| Annual return | -0.49% | -3.82%+3.3pp | 735.21%-735.7pp | - |
| Employer contribution / active EE | $1,806 | $1,922-6.0% | $5,298-65.9% | - |
| Participant deferral / active EE | $0 | $1,965-100.0% | $5,081-100.0% | - |
| Admin fee / account holder | $0 | $104,675-100.0% | $13,411-100.0% | - |