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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,180 |
PYA, P.C.6 years Service code 10 · EIN 62-1517792 | Accounting | $10,702 |
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 | $79,041 | $47,180+67.5% | $149,723-47.2% | $74,473+6.1% |
| Participation rate | 52.9% | 63.4%-10.5pp | 78.8%-25.9pp | 70.7%-17.8pp |
| Annual return | 18.10% | 22.75%-4.6pp | 134.50%-116.4pp | 34.36%-16.3pp |
| Employer contribution / active EE | $1,057 | $1,907-44.6% | $4,821-78.1% | $2,638-59.9% |
| Participant deferral / active EE | $2,637 | $2,730-3.4% | $5,682-53.6% | $4,530-41.8% |
| Admin fee / account holder | $53 | $343-84.5% | $13,215-99.6% | $347-84.7% |