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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,160 | $48,313-47.9% | $73,309-65.7% | $52,331-51.9% |
| Participation rate | 46.7% | 68.6%-21.9pp | 74.9%-28.2pp | 68.1%-21.4pp |
| Annual return | 1.68% | 3.85%-2.2pp | 5.67%-4.0pp | 4.54%-2.9pp |
| Employer contribution / active EE | $1,649 | $1,661-0.7% | $3,237-49.1% | $1,882-12.3% |
| Participant deferral / active EE | $1,519 | $4,189-63.7% | $4,991-69.6% | $3,022-49.7% |
| Admin fee / account holder | $14 | $404-96.5% | $5,635-99.8% | $592-97.6% |