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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $199,443 |
CROWE LLP6+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,500 |
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 | $110,298 | $130,084-15.2% | $138,135-20.2% | $90,274+22.2% |
| Participation rate | 98.2% | 86.0%+12.2pp | 78.7%+19.5pp | 73.4%+24.9pp |
| Annual return | 12.17% | 14.63%-2.5pp | 20.51%-8.3pp | 53.97%-41.8pp |
| Employer contribution / active EE | $1,727 | $5,865-70.6% | $5,587-69.1% | $2,523-31.6% |
| Participant deferral / active EE | $5,304 | $7,099-25.3% | $6,431-17.5% | $4,231+25.4% |
| Admin fee / account holder | $154 | $187-17.4% | $11,856-98.7% | $114+35.1% |