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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,105 | $57,570-94.6% | $121,204-97.4% | $80,157-96.1% |
| Participation rate | 65.0% | 58.8%+6.1pp | 69.5%-4.6pp | 72.9%-8.0pp |
| Annual return | 211.04% | 20.42%+190.6pp | 987.18%-776.1pp | 40.39%+170.7pp |
| Employer contribution / active EE | $511 | $2,119-75.9% | $4,170-87.7% | $2,977-82.8% |
| Participant deferral / active EE | $814 | $3,092-73.7% | $4,083-80.1% | $5,015-83.8% |
| Admin fee / account holder | $3 | $121-97.3% | $5,651-99.9% | $145-97.7% |