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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,104 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,749 | $42,546-44.2% | $71,796-66.9% | $55,167-57.0% |
| Participation rate | 70.5% | 59.1%+11.4pp | 69.1%+1.4pp | 69.0%+1.5pp |
| Annual return | -2.87% | 12.36%-15.2pp | 78.04%-80.9pp | 169.23%-172.1pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,101 | $2,064-46.7% | $2,794-60.6% | $3,054-63.9% |
| Admin fee / account holder | $45 | $650-93.0% | $4,815-99.1% | $504-91.0% |