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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
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 | $66,831 | $67,602-1.1% | $82,312-18.8% | $70,126-4.7% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.9%+1.3pp | 69.5%+8.6pp |
| Annual return | 12.18% | 21.57%-9.4pp | 25.88%-13.7pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,056 | $1,755-39.8% | $2,428-56.5% | $2,343-54.9% |
| Participant deferral / active EE | $5,464 | $2,987+82.9% | $3,706+47.4% | $3,332+64.0% |
| Admin fee / account holder | $23 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |