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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $27,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,964 | $47,977+66.7% | $154,108-48.1% | $56,289+42.1% |
| Participation rate | 47.1% | 66.2%-19.0pp | 83.0%-35.9pp | 69.9%-22.7pp |
| Annual return | -0.96% | 3.54%-4.5pp | 735.21%-736.2pp | -9.96%+9.0pp |
| Employer contribution / active EE | $1,148 | $2,169-47.0% | $5,298-78.3% | $2,111-45.6% |
| Participant deferral / active EE | $1,390 | $2,392-41.9% | $5,081-72.6% | $3,350-58.5% |
| Admin fee / account holder | $1 | $438-99.8% | $13,411-100.0% | $521-99.8% |