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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
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 | $28,118 | $58,726-52.1% | $92,233-69.5% | $62,292-54.9% |
| Participation rate | 30.3% | 68.3%-38.1pp | 76.5%-46.2pp | 69.5%-39.3pp |
| Annual return | 17.35% | 43.62%-26.3pp | 176.28%-158.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $264 | $2,392-89.0% | $3,679-92.8% | $2,042-87.1% |
| Participant deferral / active EE | $1,534 | $2,766-44.5% | $3,897-60.6% | $3,169-51.6% |
| Admin fee / account holder | $6 | $556-98.9% | $5,194-99.9% | $479-98.7% |