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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 | Loan Processing | $7,200 |
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 | $23,876 | $44,059-45.8% | $71,671-66.7% | $69,631-65.7% |
| Participation rate | 28.4% | 60.8%-32.4pp | 68.7%-40.4pp | 70.7%-42.3pp |
| Annual return | 19.04% | 21.97%-2.9pp | 20.65%-1.6pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $275 | $1,305-79.0% | $2,460-88.8% | $2,032-86.5% |
| Participant deferral / active EE | $494 | $2,370-79.1% | $3,438-85.6% | $3,224-84.7% |
| Admin fee / account holder | $30 | $108-72.0% | $5,558-99.5% | $110-72.7% |