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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,981 |
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 | $44,912 | $72,770-38.3% | $67,652-33.6% | $55,191-18.6% |
| Participation rate | 82.1% | 78.8%+3.4pp | 75.7%+6.5pp | 69.2%+13.0pp |
| Annual return | 3.09% | -3.26%+6.4pp | 6625.40%-6622.3pp | 10.78%-7.7pp |
| Employer contribution / active EE | $1,403 | $1,769-20.7% | $2,266-38.1% | $1,899-26.1% |
| Participant deferral / active EE | $2,744 | $3,408-19.5% | $3,560-22.9% | $3,046-9.9% |
| Admin fee / account holder | $12 | $79-84.2% | $4,821-99.7% | $91-86.3% |