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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $100,298 | $46,732+114.6% | $156,551-35.9% | $55,167+81.8% |
| Participation rate | 99.4% | 65.8%+33.6pp | 84.0%+15.4pp | 69.0%+30.4pp |
| Annual return | 6.42% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $4,781 | $2,105+127.1% | $5,501-13.1% | $1,963+143.6% |
| Participant deferral / active EE | $5,973 | $2,204+171.0% | $4,871+22.6% | $3,054+95.6% |
| Admin fee / account holder | $18 | $418-95.6% | $13,028-99.9% | $504-96.3% |