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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,444 |
PYA, P.C.4 years Service code 10 · EIN 62-1517792 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,129 | $56,540+43.5% | $185,851-56.3% | $86,821-6.6% |
| Participation rate | 58.1% | 65.5%-7.4pp | 81.7%-23.6pp | 72.3%-14.2pp |
| Annual return | 14.33% | 118.20%-103.9pp | 122.11%-107.8pp | 97.94%-83.6pp |
| Employer contribution / active EE | $1,071 | $1,844-41.9% | $5,168-79.3% | $2,406-55.5% |
| Participant deferral / active EE | $2,731 | $2,555+6.9% | $5,569-50.9% | $4,132-33.9% |
| Admin fee / account holder | $70 | $150-53.2% | $16,245-99.6% | $170-58.7% |