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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 | $79,045-19.9% | $100,378-36.9% | $74,429-14.9% |
| Participation rate | 97.1% | 79.4%+17.7pp | 81.5%+15.6pp | 67.2%+29.9pp |
| Annual return | 14.29% | 20.61%-6.3pp | 49.41%-35.1pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $2,448 | $3,015-18.8% | $3,942-37.9% | $2,625-6.8% |
| Participant deferral / active EE | $7,517 | $7,751-3.0% | $8,087-7.1% | $4,348+72.9% |
| Admin fee / account holder | $108 | $1,335-91.9% | $7,899-98.6% | $1,944-94.4% |