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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,662 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,551 | $53,165-27.5% | $86,188-55.3% | $74,419-48.2% |
| Participation rate | 51.7% | 64.9%-13.2pp | 69.0%-17.3pp | 70.7%-19.0pp |
| Annual return | 22.01% | 22.64%-0.6pp | 1168.45%-1146.4pp | 34.38%-12.4pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,292 | $3,234-29.1% | $3,985-42.5% | $4,528-49.4% |
| Admin fee / account holder | $20 | $551-96.3% | $6,852-99.7% | $348-94.2% |