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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,385 | $84,236-86.5% | $170,435-93.3% | $70,126-83.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.37% | 23.06%-12.7pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $2,100 | $3,387-38.0% | $5,432-61.3% | $2,343-10.3% |
| Participant deferral / active EE | $1,032 | $3,086-66.6% | $4,939-79.1% | $3,332-69.0% |
| Admin fee / account holder | $13 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |