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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,555 |
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 | $13,183 | $77,920-83.1% | $149,723-91.2% | $75,177-82.5% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 10.09% | 31.72%-21.6pp | 134.50%-124.4pp | 160.75%-150.7pp |
| Employer contribution / active EE | $2,264 | $3,138-27.9% | $4,821-53.1% | $2,671-15.3% |
| Participant deferral / active EE | $857 | $3,411-74.9% | $5,682-84.9% | $4,126-79.2% |
| Admin fee / account holder | $57 | $5,951-99.0% | $13,215-99.6% | $5,651-99.0% |