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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,700 |
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.
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 | $29,667 | $51,244-42.1% | $80,977-63.4% | $55,167-46.2% |
| Participation rate | 47.7% | 71.7%-24.0pp | 75.8%-28.1pp | 69.0%-21.3pp |
| Annual return | 3.64% | 17.39%-13.8pp | 17.11%-13.5pp | 169.23%-165.6pp |
| Employer contribution / active EE | $2,967 | $1,770+67.6% | $3,715-20.1% | $1,963+51.2% |
| Participant deferral / active EE | $1,315 | $4,418-70.2% | $5,696-76.9% | $3,054-56.9% |
| Admin fee / account holder | $29 | $398-92.7% | $5,517-99.5% | $504-94.2% |