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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,290 | $58,655-24.5% | $91,994-51.9% | $65,185-32.1% |
| Participation rate | 65.2% | 75.3%-10.1pp | 78.6%-13.4pp | 70.2%-5.0pp |
| Annual return | 22.92% | 33.92%-11.0pp | 69.04%-46.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $5 | $2,080-99.8% | $3,453-99.9% | $2,177-99.8% |
| Participant deferral / active EE | $6,544 | $5,474+19.5% | $5,924+10.5% | $3,514+86.2% |
| Admin fee / account holder | $45 | $434-89.6% | $7,744-99.4% | $847-94.7% |