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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $375 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,619 | $52,884-45.9% | $84,750-66.2% | $55,167-48.1% |
| Participation rate | 22.9% | 67.5%-44.6pp | 76.6%-53.7pp | 69.0%-46.1pp |
| Annual return | 7.59% | 18.03%-10.4pp | 22.78%-15.2pp | 169.23%-161.6pp |
| Employer contribution / active EE | $211 | $2,233-90.6% | $3,574-94.1% | $1,963-89.3% |
| Participant deferral / active EE | $1,209 | $2,644-54.3% | $3,712-67.4% | $3,054-60.4% |
| Admin fee / account holder | $6 | $581-99.0% | $5,332-99.9% | $504-98.8% |