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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,044 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,245 | $75,183-46.5% | $123,892-67.5% | $55,167-27.0% |
| Participation rate | 93.2% | 72.8%+20.4pp | 81.4%+11.8pp | 69.0%+24.2pp |
| Annual return | 6.27% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-163.0pp |
| Employer contribution / active EE | $590 | $2,823-79.1% | $4,617-87.2% | $1,963-69.9% |
| Participant deferral / active EE | $3,702 | $5,084-27.2% | $5,984-38.1% | $3,054+21.2% |
| Admin fee / account holder | $27 | $663-95.9% | $8,357-99.7% | $504-94.7% |