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| Provider | Service type | Compensation |
|---|---|---|
JAMES M. BABIC, PC3+ years Service code 16 · EIN 20-0713860 | Consulting | $5,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
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 | $56,564 | $80,753-30.0% | $136,298-58.5% | $62,293-9.2% |
| Participation rate | 85.1% | 73.5%+11.5pp | 81.9%+3.1pp | 69.5%+15.5pp |
| Annual return | 20.03% | 35.83%-15.8pp | 5156.27%-5136.2pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,027 | $5,164-22.0% | $6,247-35.5% | $3,169+27.1% |
| Admin fee / account holder | $61 | $525-88.5% | $9,244-99.3% | $479-87.4% |