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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $669 |
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 | $55,460 | $38,969+42.3% | $109,313-49.3% | $55,167+0.5% |
| Participation rate | 47.6% | 58.2%-10.6pp | 71.3%-23.6pp | 69.0%-21.3pp |
| Annual return | 0.13% | 8.26%-8.1pp | 22.07%-21.9pp | 169.23%-169.1pp |
| Employer contribution / active EE | $491 | $1,227-59.9% | $3,892-87.4% | $1,963-75.0% |
| Participant deferral / active EE | $2,269 | $2,176+4.3% | $3,166-28.4% | $3,054-25.7% |
| Admin fee / account holder | $7 | $501-98.6% | $5,666-99.9% | $504-98.6% |