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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,337 | $71,666-40.9% | $117,860-64.1% | $69,631-39.2% |
| Participation rate | 32.2% | 77.5%-45.3pp | 79.7%-47.4pp | 70.7%-38.5pp |
| Annual return | 24.61% | 18.86%+5.8pp | 335.10%-310.5pp | 27571.02%-27546.4pp |
| Employer contribution / active EE | $755 | $1,889-60.0% | $3,786-80.1% | $2,032-62.8% |
| Participant deferral / active EE | $1,653 | $3,340-50.5% | $4,482-63.1% | $3,224-48.7% |
| Admin fee / account holder | $143 | $120+18.6% | $8,021-98.2% | $110+29.2% |