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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,749 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,056 | $95,406-85.3% | $185,849-92.4% | $85,847-83.6% |
| Participation rate | 98.9% | 68.8%+30.1pp | 81.7%+17.2pp | 69.3%+29.6pp |
| Annual return | 6.63% | 23.59%-17.0pp | 122.10%-115.5pp | 318.61%-312.0pp |
| Employer contribution / active EE | $2,159 | $3,314-34.8% | $5,169-58.2% | $2,565-15.8% |
| Participant deferral / active EE | $731 | $3,424-78.7% | $5,569-86.9% | $3,952-81.5% |
| Admin fee / account holder | $64 | $7,214-99.1% | $16,244-99.6% | $6,261-99.0% |