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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $66,398 | $107,941-38.5% | $91,994-27.8% | $152,909-56.6% |
| Participation rate | 55.6% | 81.2%-25.6pp | 78.6%-23.1pp | 82.5%-26.9pp |
| Annual return | 19.57% | 89.28%-69.7pp | 69.04%-49.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,223 | $6,366+76.3% | $5,924+89.4% | $5,851+91.8% |
| Admin fee / account holder | $9 | $10,521-99.9% | $7,744-99.9% | $11,601-99.9% |