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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,664 |
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 | $115,245 | $74,089+55.6% | $133,975-14.0% | $55,167+108.9% |
| Participation rate | 84.5% | 84.3%+0.2pp | 87.1%-2.6pp | 69.0%+15.5pp |
| Annual return | 8.37% | 12.11%-3.7pp | 29.29%-20.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $12,203 | $4,678+160.9% | $6,282+94.3% | $3,054+299.5% |
| Admin fee / account holder | $15 | $458-96.7% | $9,324-99.8% | $504-97.0% |