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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,261 |
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 | $32,948 | $57,108-42.3% | $94,224-65.0% | $52,331-37.0% |
| Participation rate | 85.3% | 72.9%+12.3pp | 78.8%+6.5pp | 68.1%+17.2pp |
| Annual return | 1.03% | 1.47%-0.4pp | 10.68%-9.7pp | 4.54%-3.5pp |
| Employer contribution / active EE | $631 | $1,735-63.6% | $3,587-82.4% | $1,882-66.4% |
| Participant deferral / active EE | $2,328 | $3,040-23.4% | $4,320-46.1% | $3,022-23.0% |
| Admin fee / account holder | $55 | $546-90.0% | $6,269-99.1% | $592-90.7% |