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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $31,185 |
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 | $40,172 | $55,790-28.0% | $76,817-47.7% | $67,579-40.6% |
| Participation rate | 61.7% | 71.1%-9.4pp | 72.1%-10.4pp | 71.3%-9.6pp |
| Annual return | 4.64% | 64.45%-59.8pp | 1166.11%-1161.5pp | 378.56%-373.9pp |
| Employer contribution / active EE | $1,110 | $1,810-38.7% | $2,302-51.8% | $2,148-48.3% |
| Participant deferral / active EE | $1,684 | $2,875-41.4% | $3,336-49.5% | $3,539-52.4% |
| Admin fee / account holder | $18 | $159-89.0% | $6,420-99.7% | $142-87.7% |