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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,725 |
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.
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 | $59,729 | $60,349-1.0% | $74,184-19.5% | $62,881-5.0% |
| Participation rate | 83.3% | 72.7%+10.6pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 0.58% | 21.38%-20.8pp | 17.74%-17.2pp | 20.14%-19.6pp |
| Employer contribution / active EE | $947 | $1,680-43.6% | $2,370-60.0% | $2,281-58.5% |
| Participant deferral / active EE | $4,972 | $2,856+74.1% | $3,550+40.1% | $3,203+55.2% |
| Admin fee / account holder | $18 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |