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| Provider | Service type | Compensation |
|---|---|---|
JAMES M. BABIC, PC2+ years Service code 16 · EIN 20-0713860 | Consulting | $5,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,239 | $75,183-37.2% | $123,894-61.9% | $55,167-14.4% |
| Participation rate | 81.8% | 72.8%+9.0pp | 81.4%+0.4pp | 69.0%+12.8pp |
| Annual return | 8.00% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $269 | $2,823-90.5% | $4,617-94.2% | $1,963-86.3% |
| Participant deferral / active EE | $4,108 | $5,084-19.2% | $5,984-31.4% | $3,054+34.5% |
| Admin fee / account holder | $47 | $663-93.0% | $8,357-99.4% | $504-90.8% |