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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,490 | $86,655+16.0% | $119,622-16.0% | $66,938+50.1% |
| Participation rate | 53.2% | 75.6%-22.3pp | 79.3%-26.0pp | 69.8%-16.6pp |
| Annual return | -15.17% | -8.00%-7.2pp | -14.98%-0.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,849 | $2,536-27.1% | $4,232-56.3% | $2,545-27.3% |
| Participant deferral / active EE | $3,560 | $4,358-18.3% | $5,601-36.4% | $4,238-16.0% |
| Admin fee / account holder | $15 | $755-98.1% | $10,328-99.9% | $594-97.5% |