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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
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 | $127,155 | $54,320+134.1% | $67,652+88.0% | $52,331+143.0% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.6pp | 68.1%+31.2pp |
| Annual return | 0.05% | 6.81%-6.8pp | 6625.40%-6625.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $459 | $1,544-70.3% | $2,266-79.8% | $1,882-75.6% |
| Participant deferral / active EE | $5,944 | $2,950+101.5% | $3,560+67.0% | $3,022+96.7% |
| Admin fee / account holder | $12 | $527-97.8% | $4,821-99.8% | $592-98.0% |