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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,572 | $59,186-7.8% | $76,768-28.9% | $56,287-3.0% |
| Participation rate | 67.9% | 75.2%-7.4pp | 77.0%-9.1pp | 69.9%-2.0pp |
| Annual return | -3.88% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,306 | $1,759-25.7% | $2,485-47.4% | $2,111-38.1% |
| Participant deferral / active EE | $2,312 | $3,255-29.0% | $3,852-40.0% | $3,350-31.0% |
| Admin fee / account holder | $13 | $489-97.3% | $6,675-99.8% | $521-97.5% |