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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,418 |
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 | $73,927 | $68,092+8.6% | $73,309+0.8% | $59,188+24.9% |
| Participation rate | 68.6% | 78.1%-9.4pp | 74.9%-6.3pp | 69.4%-0.8pp |
| Annual return | 0.98% | 5.93%-4.9pp | 5.67%-4.7pp | 5.51%-4.5pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $3,237-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,850 | $5,041-3.8% | $4,991-2.8% | $3,265+48.6% |
| Admin fee / account holder | $10 | $630-98.4% | $5,635-99.8% | $92-89.3% |