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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,613 |
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 | $238,076 | $46,745+409.3% | $60,547+293.2% | $52,331+354.9% |
| Participation rate | 89.7% | 58.6%+31.1pp | 68.0%+21.7pp | 68.1%+21.6pp |
| Annual return | 1.00% | 0.61%+0.4pp | 335.64%-334.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $6,840 | $1,259+443.4% | $2,419+182.7% | $1,882+263.5% |
| Participant deferral / active EE | $9,046 | $2,145+321.8% | $3,328+171.8% | $3,022+199.3% |
| Admin fee / account holder | $14 | $537-97.4% | $4,536-99.7% | $592-97.6% |