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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,520 |
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 | $127,387 | $94,529+34.8% | $140,019-9.0% | $64,173+98.5% |
| Participation rate | 78.9% | 84.1%-5.1pp | 87.5%-8.6pp | 69.6%+9.4pp |
| Annual return | -4.87% | 7.77%-12.6pp | 651.15%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,289 | $5,250+96.0% | $6,927+48.5% | $3,470+196.5% |
| Admin fee / account holder | $181 | $6,741-97.3% | $10,705-98.3% | $4,887-96.3% |