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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $488 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,327 | $75,183+53.4% | $123,894-6.9% | $55,167+109.0% |
| Participation rate | 92.5% | 72.8%+19.7pp | 81.4%+11.1pp | 69.0%+23.5pp |
| Annual return | 2.76% | 19.01%-16.2pp | 47.52%-44.8pp | 169.23%-166.5pp |
| Employer contribution / active EE | $5,253 | $2,823+86.1% | $4,617+13.8% | $1,963+167.7% |
| Participant deferral / active EE | $4,527 | $5,084-11.0% | $5,984-24.3% | $3,054+48.2% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.2% |