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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 | $108,825+106.2% | $156,181+43.7% | $82,448+172.2% |
| Participation rate | 98.9% | 72.4%+26.5pp | 78.8%+20.0pp | 68.1%+30.8pp |
| Annual return | 11.41% | 20.59%-9.2pp | 64.87%-53.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $4,798 | $2,870+67.2% | $4,294+11.8% | $2,551+88.1% |
| Participant deferral / active EE | $8,328 | $4,577+81.9% | $6,132+35.8% | $4,139+101.2% |
| Admin fee / account holder | $229 | $9,341-97.6% | $14,586-98.4% | $7,234-96.8% |