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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,655 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,604 | $43,133+75.3% | $89,414-15.4% | $73,493+2.9% |
| Participation rate | 94.9% | 55.0%+39.9pp | 68.0%+26.9pp | 70.7%+24.2pp |
| Annual return | 17.97% | 135.66%-117.7pp | 245.50%-227.5pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,259 | $1,438+57.1% | $2,586-12.7% | $2,270-0.5% |
| Participant deferral / active EE | $7,394 | $2,445+202.5% | $3,890+90.1% | $3,740+97.7% |
| Admin fee / account holder | $35 | $444-92.1% | $4,883-99.3% | $513-93.1% |