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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,464 | $81,870-72.6% | $119,622-81.2% | $68,486-67.2% |
| Participation rate | 37.5% | 71.9%-34.4pp | 79.3%-41.8pp | 67.9%-30.4pp |
| Annual return | -17.29% | -23.82%+6.5pp | -14.98%-2.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,299 | $2,692-51.7% | $4,232-69.3% | $2,597-50.0% |
| Participant deferral / active EE | $2,130 | $4,148-48.7% | $5,601-62.0% | $4,028-47.1% |
| Admin fee / account holder | $15 | $6,583-99.8% | $10,328-99.9% | $5,404-99.7% |