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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
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 | $43,972 | $48,576-9.5% | $169,463-74.1% | $56,287-21.9% |
| Participation rate | 45.5% | 65.8%-20.4pp | 77.8%-32.3pp | 69.9%-24.4pp |
| Annual return | -7.40% | -2.51%-4.9pp | 1.83%-9.2pp | -9.96%+2.6pp |
| Employer contribution / active EE | $671 | $1,559-56.9% | $4,159-83.9% | $2,111-68.2% |
| Participant deferral / active EE | $2,728 | $3,275-16.7% | $5,277-48.3% | $3,350-18.6% |
| Admin fee / account holder | $9 | $435-98.0% | $9,109-99.9% | $521-98.3% |