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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,548 | $55,449+21.8% | $83,848-19.4% | $56,287+20.0% |
| Participation rate | 47.5% | 68.0%-20.5pp | 76.1%-28.7pp | 69.9%-22.4pp |
| Annual return | -8.08% | -1.38%-6.7pp | 850.88%-859.0pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1,601 | $2,430-34.1% | $3,631-55.9% | $2,111-24.1% |
| Participant deferral / active EE | $4,205 | $2,935+43.2% | $4,082+3.0% | $3,350+25.5% |
| Admin fee / account holder | $7 | $656-98.9% | $5,478-99.9% | $521-98.6% |