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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,235 |
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 | $126,993 | $54,320+133.8% | $67,652+87.7% | $52,331+142.7% |
| Participation rate | 97.2% | 73.6%+23.6pp | 75.7%+21.5pp | 68.1%+29.1pp |
| Annual return | -0.81% | 6.81%-7.6pp | 6625.40%-6626.2pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,733 | $1,544+77.1% | $2,266+20.6% | $1,882+45.3% |
| Participant deferral / active EE | $5,409 | $2,950+83.3% | $3,560+51.9% | $3,022+79.0% |
| Admin fee / account holder | $49 | $527-90.7% | $4,821-99.0% | $592-91.7% |