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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $63,475 | $41,854+51.7% | $73,836-14.0% | $52,331+21.3% |
| Participation rate | 29.7% | 66.2%-36.5pp | 73.4%-43.7pp | 68.1%-38.4pp |
| Annual return | 1.45% | 2.11%-0.7pp | 2268.06%-2266.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $249 | $1,920-87.0% | $2,787-91.1% | $1,882-86.8% |
| Participant deferral / active EE | $941 | $2,498-62.3% | $3,583-73.7% | $3,022-68.9% |
| Admin fee / account holder | $6 | $493-98.8% | $4,882-99.9% | $592-99.0% |