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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,369 |
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 | $63,323 | $79,169-20.0% | $100,415-36.9% | $74,478-15.0% |
| Participation rate | 97.1% | 79.4%+17.7pp | 81.5%+15.6pp | 67.2%+29.9pp |
| Annual return | 14.29% | 20.51%-6.2pp | 49.47%-35.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $2,448 | $3,017-18.9% | $3,943-37.9% | $2,626-6.8% |
| Participant deferral / active EE | $7,517 | $7,751-3.0% | $8,091-7.1% | $4,350+72.8% |
| Admin fee / account holder | $108 | $1,337-91.9% | $7,906-98.6% | $1,946-94.4% |