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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,373 |
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 | $225,804 | $80,177+181.6% | $123,894+82.3% | $57,658+291.6% |
| Participation rate | 99.7% | 74.4%+25.2pp | 81.4%+18.2pp | 70.2%+29.4pp |
| Annual return | 7.15% | 17.90%-10.7pp | 47.52%-40.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $10,358 | $2,913+255.6% | $4,617+124.4% | $1,974+424.8% |
| Participant deferral / active EE | $8,526 | $5,130+66.2% | $5,984+42.5% | $3,061+178.6% |
| Admin fee / account holder | $31 | $106-70.6% | $8,357-99.6% | $95-67.0% |