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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,429 |
PYA, P.C.1 year Service code 10 · EIN 62-1517792 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $51,818 | $37,196+39.3% | $154,108-66.4% | $55,725-7.0% |
| Participation rate | 65.1% | 64.1%+1.1pp | 83.0%-17.9pp | 70.9%-5.7pp |
| Annual return | -3.50% | 1319.68%-1323.2pp | 735.21%-738.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,093 | $1,614-32.3% | $5,298-79.4% | $2,078-47.4% |
| Participant deferral / active EE | $2,086 | $2,068+0.9% | $5,081-58.9% | $3,356-37.8% |
| Admin fee / account holder | $74 | $102-27.4% | $13,411-99.4% | $115-35.9% |