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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,072 | $55,122-43.6% | $104,625-70.3% | $73,493-57.7% |
| Participation rate | 58.2% | 67.7%-9.5pp | 74.1%-15.9pp | 70.7%-12.5pp |
| Annual return | 86.78% | 24.77%+62.0pp | 340.60%-253.8pp | 28.51%+58.3pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,409 | $2,919+153.8% | $3,738+98.2% | $3,740+98.1% |
| Admin fee / account holder | $117 | $423-72.4% | $6,465-98.2% | $513-77.2% |