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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,814 | $23,385+14.7% | $69,182-61.2% | $57,658-53.5% |
| Participation rate | 10.6% | 37.9%-27.3pp | 55.1%-44.5pp | 70.2%-59.6pp |
| Annual return | 6.99% | -659.34%+666.3pp | -21.93%+28.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $75 | $422-82.2% | $1,206-93.8% | $1,974-96.2% |
| Participant deferral / active EE | $360 | $843-57.3% | $1,897-81.0% | $3,061-88.2% |
| Admin fee / account holder | $99 | $82+20.8% | $2,697-96.3% | $95+4.9% |