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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $20,654 | $39,819-48.1% | $67,834-69.6% | $57,658-64.2% |
| Participation rate | 27.3% | 61.2%-33.9pp | 68.8%-41.5pp | 70.2%-42.9pp |
| Annual return | 18.14% | 9.19%+8.9pp | 138.47%-120.3pp | 5.13%+13.0pp |
| Employer contribution / active EE | $251 | $1,277-80.3% | $2,403-89.5% | $1,974-87.3% |
| Participant deferral / active EE | $395 | $2,209-82.1% | $3,160-87.5% | $3,061-87.1% |
| Admin fee / account holder | $20 | $84-76.5% | $4,622-99.6% | $95-79.2% |