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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,288 |
Employer 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 | $168,270 | $84,940+98.1% | $111,306+51.2% | $79,389+112.0% |
| Participation rate | 88.3% | 75.9%+12.4pp | 77.3%+11.0pp | 70.7%+17.6pp |
| Annual return | 15.43% | 17.45%-2.0pp | 54.67%-39.2pp | 116.89%-101.5pp |
| Employer contribution / active EE | $419 | $1,979-78.8% | $2,732-84.7% | $2,428-82.7% |
| Participant deferral / active EE | $6,915 | $3,889+77.8% | $4,488+54.1% | $4,046+70.9% |
| Admin fee / account holder | $25 | $537-95.4% | $7,966-99.7% | $626-96.1% |