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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,155 |
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 | $116,295 | $73,102+59.1% | $123,552-5.9% | $56,287+106.6% |
| Participation rate | 85.5% | 74.3%+11.2pp | 82.3%+3.2pp | 69.9%+15.7pp |
| Annual return | -6.52% | 3.01%-9.5pp | 119.20%-125.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $3,777 | $2,977+26.9% | $4,628-18.4% | $2,111+78.9% |
| Participant deferral / active EE | $13,153 | $5,423+142.6% | $6,426+104.7% | $3,350+292.7% |
| Admin fee / account holder | $4 | $554-99.2% | $9,285-100.0% | $521-99.2% |