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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,664 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,785 | $58,895+88.1% | $178,503-37.9% | $73,497+50.7% |
| Participation rate | 99.3% | 66.2%+33.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 15.38% | 24.86%-9.5pp | 151.12%-135.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $5,414 | $2,236+142.2% | $5,011+8.0% | $2,270+138.5% |
| Participant deferral / active EE | $4,967 | $2,567+93.5% | $5,202-4.5% | $3,740+32.8% |
| Admin fee / account holder | $104 | $400-73.9% | $13,987-99.3% | $513-79.7% |