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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $688 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,885 | $58,888+20.4% | $178,499-60.3% | $73,493-3.5% |
| Participation rate | 70.9% | 66.2%+4.7pp | 81.9%-11.0pp | 70.7%+0.2pp |
| Annual return | -4.17% | 24.86%-29.0pp | 151.10%-155.3pp | 28.51%-32.7pp |
| Employer contribution / active EE | $1,613 | $2,236-27.9% | $5,011-67.8% | $2,270-29.0% |
| Participant deferral / active EE | $3,184 | $2,568+24.0% | $5,202-38.8% | $3,740-14.9% |
| Admin fee / account holder | $6 | $400-98.5% | $13,986-100.0% | $513-98.8% |