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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,215 | $58,726+96.2% | $92,240+24.9% | $62,293+85.0% |
| Participation rate | 56.8% | 68.3%-11.6pp | 76.5%-19.7pp | 69.5%-12.8pp |
| Annual return | 19.85% | 43.62%-23.8pp | 176.29%-156.4pp | 28.90%-9.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,478 | $2,766+25.8% | $3,897-10.8% | $3,169+9.7% |
| Admin fee / account holder | $7 | $556-98.8% | $5,194-99.9% | $479-98.6% |