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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,930 | $407,990-89.5% | $121,196-64.6% | $75,289-43.0% |
| Participation rate | 63.3% | 59.5%+3.8pp | 71.7%-8.4pp | 72.4%-9.1pp |
| Annual return | -7.32% | 2.93%-10.2pp | 16.93%-24.2pp | -0.04%-7.3pp |
| Employer contribution / active EE | $526 | $1,846-71.5% | $4,022-86.9% | $2,405-78.1% |
| Participant deferral / active EE | $3,449 | $2,201+56.7% | $3,344+3.1% | $3,739-7.7% |
| Admin fee / account holder | $13 | $455-97.2% | $5,019-99.7% | $102-87.5% |