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| Provider | Service type | Compensation |
|---|---|---|
JAMES M. BABIC, PC6+ years Service code 10 · EIN 20-0713860 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,236 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $3,016,345 | $99,957+2917.6% | $149,745+1914.3% | $73,497+4004.1% |
| Participation rate | 4.0% | 75.7%-71.7pp | 82.5%-78.5pp | 70.7%-66.7pp |
| Annual return | 20.24% | 53.87%-33.6pp | 276.72%-256.5pp | 28.51%-8.3pp |
| Employer contribution / active EE | $417 | $3,191-86.9% | $4,646-91.0% | $2,270-81.6% |
| Participant deferral / active EE | $4,164 | $6,073-31.4% | $6,843-39.2% | $3,740+11.3% |
| Admin fee / account holder | $1,934 | $551+251.2% | $9,312-79.2% | $513+276.9% |