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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
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 | $51,200 | $45,825+11.7% | $90,655-43.5% | $56,287-9.0% |
| Participation rate | 26.1% | 66.7%-40.6pp | 74.0%-48.0pp | 69.9%-43.8pp |
| Annual return | -3.92% | 38.64%-42.6pp | 1.89%-5.8pp | -9.96%+6.0pp |
| Employer contribution / active EE | $543 | $1,372-60.4% | $2,532-78.6% | $2,111-74.3% |
| Participant deferral / active EE | $990 | $2,562-61.4% | $3,425-71.1% | $3,350-70.4% |
| Admin fee / account holder | $8 | $413-98.1% | $4,994-99.8% | $521-98.5% |