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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
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 | $34,258 | $59,535-42.5% | $90,161-62.0% | $62,293-45.0% |
| Participation rate | 48.4% | 73.0%-24.6pp | 76.9%-28.4pp | 69.5%-21.1pp |
| Annual return | 16.20% | 23.53%-7.3pp | 34.89%-18.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,707 | $1,826+48.3% | $3,318-18.4% | $2,042+32.5% |
| Participant deferral / active EE | $1,174 | $4,639-74.7% | $5,287-77.8% | $3,169-63.0% |
| Admin fee / account holder | $22 | $337-93.5% | $5,943-99.6% | $479-95.5% |