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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,062 | $65,437-32.7% | $86,698-49.2% | $66,949-34.2% |
| Participation rate | 49.4% | 75.5%-26.0pp | 76.6%-27.2pp | 69.8%-20.4pp |
| Annual return | -16.15% | -10.91%-5.2pp | 35.96%-52.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,675 | $2,154-22.2% | $2,837-40.9% | $2,545-34.2% |
| Participant deferral / active EE | $3,303 | $4,102-19.5% | $4,656-29.1% | $4,239-22.1% |
| Admin fee / account holder | $19 | $642-97.0% | $7,492-99.7% | $594-96.7% |