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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,611 |
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.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,196 | $71,142+46.5% | $119,622-12.9% | $64,819+60.7% |
| Participation rate | 96.6% | 78.6%+18.0pp | 79.3%+17.3pp | 71.5%+25.1pp |
| Annual return | -19.04% | -10.01%-9.0pp | -14.98%-4.1pp | 32.84%-51.9pp |
| Employer contribution / active EE | $6,722 | $2,497+169.2% | $4,232+58.8% | $2,507+168.1% |
| Participant deferral / active EE | $7,734 | $4,490+72.3% | $5,601+38.1% | $4,311+79.4% |
| Admin fee / account holder | -$74 | $162-145.6% | $10,328-100.7% | $188-139.4% |