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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,532 | $46,732-75.3% | $156,551-92.6% | $55,167-79.1% |
| Participation rate | 88.6% | 65.8%+22.8pp | 84.0%+4.6pp | 69.0%+19.6pp |
| Annual return | 6.27% | 17.72%-11.4pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,115 | $2,204-49.4% | $4,871-77.1% | $3,054-63.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |