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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,270 | $60,165+20.1% | $74,184-2.6% | $55,167+31.0% |
| Participation rate | 68.5% | 74.2%-5.7pp | 76.6%-8.1pp | 69.0%-0.5pp |
| Annual return | 6.18% | 10.00%-3.8pp | 17.74%-11.6pp | 169.23%-163.1pp |
| Employer contribution / active EE | $799 | $1,600-50.0% | $2,370-66.3% | $1,963-59.3% |
| Participant deferral / active EE | $3,474 | $2,973+16.9% | $3,550-2.1% | $3,054+13.8% |
| Admin fee / account holder | $115 | $419-72.6% | $5,586-97.9% | $504-77.2% |