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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,873 | $64,286-6.9% | $90,951-34.2% | $73,409-18.4% |
| Participation rate | 29.5% | 63.6%-34.1pp | 69.0%-39.5pp | 72.2%-42.6pp |
| Annual return | 14.62% | 21.45%-6.8pp | 134.60%-120.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $284 | $895-68.2% | $2,122-86.6% | $2,234-87.3% |
| Participant deferral / active EE | $711 | $2,453-71.0% | $3,373-78.9% | $3,805-81.3% |
| Admin fee / account holder | $44 | $287-84.8% | $5,959-99.3% | $158-72.3% |