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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,346 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,351 | $60,165+55.2% | $74,184+25.8% | $55,167+69.2% |
| Participation rate | 91.1% | 74.2%+16.9pp | 76.6%+14.5pp | 69.0%+22.1pp |
| Annual return | 12.83% | 10.00%+2.8pp | 17.74%-4.9pp | 169.23%-156.4pp |
| Employer contribution / active EE | $796 | $1,600-50.2% | $2,370-66.4% | $1,963-59.4% |
| Participant deferral / active EE | $4,442 | $2,973+49.4% | $3,550+25.1% | $3,054+45.5% |
| Admin fee / account holder | $15 | $419-96.4% | $5,586-99.7% | $504-97.0% |