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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,795 |
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.
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 | $53,485 | $44,425+20.4% | $67,834-21.2% | $55,167-3.0% |
| Participation rate | 37.6% | 59.7%-22.1pp | 68.8%-31.2pp | 69.0%-31.4pp |
| Annual return | 6.36% | 17.80%-11.4pp | 138.47%-132.1pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,679 | $2,166-22.5% | $3,160-46.9% | $3,054-45.0% |
| Admin fee / account holder | $26 | $530-95.1% | $4,622-99.4% | $504-94.8% |