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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $575 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,534 | $60,989-41.7% | $60,906-41.7% | $66,938-46.9% |
| Participation rate | 68.1% | 74.5%-6.3pp | 73.1%-5.0pp | 69.8%-1.7pp |
| Annual return | -11.06% | -9.60%-1.5pp | 16.94%-28.0pp | 1.58%-12.6pp |
| Employer contribution / active EE | $2,065 | $2,661-22.4% | $2,703-23.6% | $2,545-18.9% |
| Participant deferral / active EE | $3,885 | $3,615+7.5% | $3,814+1.9% | $4,238-8.3% |
| Admin fee / account holder | $5 | $338-98.4% | $3,227-99.8% | $594-99.1% |