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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,358 |
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 | $69,622 | $46,297+50.4% | $71,671-2.9% | $62,292+11.8% |
| Participation rate | 34.1% | 60.6%-26.5pp | 68.7%-34.7pp | 69.5%-35.4pp |
| Annual return | 15.35% | 22.32%-7.0pp | 20.65%-5.3pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,736 | $2,235-22.3% | $3,438-49.5% | $3,169-45.2% |
| Admin fee / account holder | $26 | $461-94.4% | $5,558-99.5% | $479-94.6% |