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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,415 |
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 | $32,397 | $50,666-36.1% | $76,667-57.7% | $65,186-50.3% |
| Participation rate | 86.3% | 68.8%+17.5pp | 72.1%+14.2pp | 70.2%+16.1pp |
| Annual return | 19.48% | 28.51%-9.0pp | 1166.74%-1147.3pp | 29.39%-9.9pp |
| Employer contribution / active EE | $1,564 | $1,575-0.7% | $2,303-32.1% | $2,177-28.1% |
| Participant deferral / active EE | $3,557 | $2,647+34.4% | $3,336+6.6% | $3,514+1.2% |
| Admin fee / account holder | $57 | $463-87.7% | $6,423-99.1% | $847-93.3% |