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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,162 |
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 | $89,659 | $75,962+18.0% | $154,108-41.8% | $64,173+39.7% |
| Participation rate | 85.4% | 70.4%+15.0pp | 83.0%+2.3pp | 69.6%+15.8pp |
| Annual return | -4.75% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,305 | $3,350-61.1% | $5,298-75.4% | $2,381-45.2% |
| Participant deferral / active EE | $5,158 | $3,175+62.5% | $5,081+1.5% | $3,470+48.7% |
| Admin fee / account holder | $53 | $5,589-99.1% | $13,411-99.6% | $4,887-98.9% |