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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $444 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,266 | $91,474+121.1% | $135,982+48.7% | $71,529+182.8% |
| Participation rate | 85.2% | 75.7%+9.5pp | 81.9%+3.3pp | 67.9%+17.3pp |
| Annual return | 12.85% | 29.89%-17.0pp | 68.32%-55.5pp | 28.97%-16.1pp |
| Employer contribution / active EE | $12,159 | $3,705+228.2% | $4,859+150.2% | $2,590+369.5% |
| Participant deferral / active EE | $6,464 | $7,095-8.9% | $7,760-16.7% | $4,291+50.6% |
| Admin fee / account holder | $4 | $1,267-99.7% | $10,767-100.0% | $1,588-99.8% |