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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,575 |
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 | $26,336 | $31,252-15.7% | $75,826-65.3% | $55,725-52.7% |
| Participation rate | 39.2% | 71.3%-32.1pp | 68.2%-29.0pp | 70.9%-31.6pp |
| Annual return | -0.19% | 2.84%-3.0pp | 1914.15%-1914.3pp | 244.93%-245.1pp |
| Employer contribution / active EE | $366 | $1,260-70.9% | $1,913-80.8% | $2,078-82.4% |
| Participant deferral / active EE | $1,268 | $2,258-43.9% | $2,862-55.7% | $3,356-62.2% |
| Admin fee / account holder | $22 | $91-75.5% | $4,726-99.5% | $115-80.6% |