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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,305 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,384 | $74,089-61.7% | $133,975-78.8% | $55,167-48.6% |
| Participation rate | 66.9% | 84.3%-17.4pp | 87.1%-20.2pp | 69.0%-2.1pp |
| Annual return | 8.09% | 12.11%-4.0pp | 29.29%-21.2pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,699 | $3,064-44.6% | $5,211-67.4% | $1,963-13.5% |
| Participant deferral / active EE | $3,433 | $4,678-26.6% | $6,282-45.3% | $3,054+12.4% |
| Admin fee / account holder | $15 | $458-96.8% | $9,324-99.8% | $504-97.1% |