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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,063 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,429 | $114,712+95.6% | $173,730+29.2% | $87,485+156.5% |
| Participation rate | 98.9% | 73.0%+25.9pp | 79.6%+19.3pp | 68.9%+29.9pp |
| Annual return | 11.41% | 20.18%-8.8pp | 19.96%-8.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $4,798 | $2,904+65.2% | $4,577+4.8% | $2,596+84.8% |
| Participant deferral / active EE | $8,328 | $4,642+79.4% | $6,326+31.6% | $4,274+94.9% |
| Admin fee / account holder | $229 | $10,210-97.8% | $17,523-98.7% | $7,775-97.1% |