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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,259 | $48,261-76.7% | $68,612-83.6% | $55,725-79.8% |
| Participation rate | 63.2% | 71.0%-7.8pp | 72.2%-9.0pp | 70.9%-7.7pp |
| Annual return | -4.52% | -2.61%-1.9pp | -4.63%+0.1pp | 244.93%-249.4pp |
| Employer contribution / active EE | $798 | $1,742-54.2% | $2,625-69.6% | $2,078-61.6% |
| Participant deferral / active EE | $600 | $2,712-77.9% | $3,311-81.9% | $3,356-82.1% |
| Admin fee / account holder | $6 | $126-95.4% | $5,131-99.9% | $115-95.0% |