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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,531 |
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.
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 | $30,575 | $64,909-52.9% | $82,313-62.9% | $62,293-50.9% |
| Participation rate | 68.6% | 74.9%-6.2pp | 76.9%-8.3pp | 69.5%-0.9pp |
| Annual return | 19.14% | 21.18%-2.0pp | 25.88%-6.7pp | 28.90%-9.8pp |
| Employer contribution / active EE | $364 | $1,676-78.3% | $2,428-85.0% | $2,042-82.2% |
| Participant deferral / active EE | $1,908 | $3,103-38.5% | $3,706-48.5% | $3,169-39.8% |
| Admin fee / account holder | $40 | $440-90.8% | $5,608-99.3% | $479-91.6% |