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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
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 | $35,448 | $61,214-42.1% | $83,322-57.5% | $56,287-37.0% |
| Participation rate | 46.0% | 72.6%-26.6pp | 77.8%-31.7pp | 69.9%-23.8pp |
| Annual return | -2.94% | 0.42%-3.4pp | 10.64%-13.6pp | -9.96%+7.0pp |
| Employer contribution / active EE | $2,956 | $1,925+53.5% | $3,379-12.5% | $2,111+40.0% |
| Participant deferral / active EE | $1,445 | $5,091-71.6% | $5,565-74.0% | $3,350-56.9% |
| Admin fee / account holder | $30 | $512-94.1% | $7,540-99.6% | $521-94.2% |