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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $10,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,256 |
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 | $80,212 | $57,352+39.9% | $83,830-4.3% | $64,173+25.0% |
| Participation rate | 82.4% | 68.6%+13.8pp | 76.1%+6.3pp | 69.6%+12.8pp |
| Annual return | -3.96% | 11.38%-15.3pp | 850.97%-854.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,087 | $2,546+60.6% | $3,631+12.6% | $2,381+71.7% |
| Participant deferral / active EE | $4,179 | $2,993+39.6% | $4,082+2.4% | $3,470+20.5% |
| Admin fee / account holder | $21 | $4,046-99.5% | $5,479-99.6% | $4,887-99.6% |