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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,265 | $73,102-5.2% | $123,553-43.9% | $56,289+23.1% |
| Participation rate | 45.9% | 74.3%-28.4pp | 82.3%-36.4pp | 69.9%-24.0pp |
| Annual return | -3.98% | 3.01%-7.0pp | 119.21%-123.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,640 | $2,977-44.9% | $4,628-64.6% | $2,111-22.3% |
| Participant deferral / active EE | $2,802 | $5,423-48.3% | $6,426-56.4% | $3,350-16.4% |
| Admin fee / account holder | $26 | $554-95.3% | $9,284-99.7% | $521-95.0% |