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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,231 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,313 | $102,661-72.4% | $151,639-81.3% | $66,938-57.7% |
| Participation rate | 65.8% | 85.5%-19.8pp | 87.5%-21.7pp | 69.8%-4.0pp |
| Annual return | 0.27% | -10.81%+11.1pp | 3.34%-3.1pp | 1.58%-1.3pp |
| Employer contribution / active EE | $1,623 | $4,184-61.2% | $6,165-73.7% | $2,545-36.2% |
| Participant deferral / active EE | $6,726 | $6,645+1.2% | $8,363-19.6% | $4,238+58.7% |
| Admin fee / account holder | $92 | $630-85.4% | $11,613-99.2% | $594-84.5% |