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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,223 | $64,176+155.9% | $112,263+46.3% | $66,949+145.3% |
| Participation rate | 52.8% | 68.4%-15.7pp | 75.1%-22.3pp | 69.8%-17.0pp |
| Annual return | -0.62% | -13.80%+13.2pp | 27.49%-28.1pp | 1.57%-2.2pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,849 | $3,694+4.2% | $4,729-18.6% | $4,239-9.2% |
| Admin fee / account holder | $4 | $626-99.4% | $6,410-99.9% | $594-99.4% |