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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$205 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $33,255 | $36,926-9.9% | $156,551-78.8% | $57,661-42.3% |
| Participation rate | 89.9% | 63.4%+26.4pp | 84.0%+5.9pp | 70.2%+19.7pp |
| Annual return | 5.33% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | -$1 | $83-100.7% | $13,028-100.0% | $95-100.6% |