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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,488 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,102 | $148,629+151.7% | $135,982+175.1% | $139,487+168.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.34% | 79.33%-58.0pp | 68.32%-47.0pp | 373.84%-352.5pp |
| Employer contribution / active EE | $4,811 | $5,247-8.3% | $4,859-1.0% | $4,755+1.2% |
| Participant deferral / active EE | $26,488 | $8,102+226.9% | $7,760+241.3% | $6,713+294.6% |
| Admin fee / account holder | -$69 | $12,406-100.6% | $10,767-100.6% | $11,407-100.6% |