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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,636 |
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 | $195,302 | $82,882+135.6% | $127,803+52.8% | $72,976+167.6% |
| Participation rate | 94.8% | 71.5%+23.3pp | 79.0%+15.8pp | 69.5%+25.4pp |
| Annual return | 18.51% | 32.20%-13.7pp | 26.14%-7.6pp | 81.02%-62.5pp |
| Employer contribution / active EE | $7,627 | $3,346+127.9% | $4,576+66.7% | $2,440+212.6% |
| Participant deferral / active EE | $9,701 | $4,791+102.5% | $6,023+61.1% | $3,608+168.9% |
| Admin fee / account holder | $105 | $6,487-98.4% | $9,399-98.9% | $5,124-97.9% |