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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,818 | $53,925-68.8% | $75,501-77.7% | $69,631-75.8% |
| Participation rate | 43.6% | 71.2%-27.6pp | 72.4%-28.8pp | 70.7%-27.1pp |
| Annual return | 18.35% | 17.84%+0.5pp | 27.35%-9.0pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $761 | $1,802-57.8% | $2,352-67.6% | $2,032-62.5% |
| Participant deferral / active EE | $545 | $2,569-78.8% | $3,142-82.7% | $3,224-83.1% |
| Admin fee / account holder | $4 | $97-95.5% | $5,801-99.9% | $110-96.0% |