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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,646 |
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 | $33,418 | $55,182-39.4% | $73,309-54.4% | $55,191-39.5% |
| Participation rate | 89.9% | 73.9%+16.0pp | 74.9%+15.0pp | 69.2%+20.8pp |
| Annual return | 1.83% | 8.55%-6.7pp | 5.67%-3.8pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,464 | $1,935-24.3% | $3,237-54.8% | $1,899-22.9% |
| Participant deferral / active EE | $2,616 | $4,641-43.6% | $4,991-47.6% | $3,046-14.1% |
| Admin fee / account holder | $19 | $68-71.6% | $5,635-99.7% | $91-78.6% |