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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,331 | $84,936-37.2% | $111,303-52.1% | $79,393-32.8% |
| Participation rate | 47.8% | 75.9%-28.0pp | 77.3%-29.5pp | 70.7%-22.9pp |
| Annual return | 16.39% | 17.45%-1.1pp | 54.66%-38.3pp | 116.87%-100.5pp |
| Employer contribution / active EE | $1,690 | $1,979-14.6% | $2,731-38.1% | $2,428-30.4% |
| Participant deferral / active EE | $2,845 | $3,888-26.8% | $4,487-36.6% | $4,046-29.7% |
| Admin fee / account holder | $19 | $537-96.4% | $7,966-99.8% | $627-96.9% |