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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,593 | $62,583+4.8% | $76,767-14.6% | $64,173+2.2% |
| Participation rate | 91.6% | 72.8%+18.7pp | 77.0%+14.6pp | 69.6%+22.0pp |
| Annual return | 12.19% | -1.95%+14.1pp | 2.43%+9.8pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,581 | $1,832-13.7% | $2,485-36.4% | $2,381-33.6% |
| Participant deferral / active EE | $6,611 | $3,145+110.2% | $3,852+71.6% | $3,470+90.5% |
| Admin fee / account holder | $15 | $4,667-99.7% | $6,675-99.8% | $4,887-99.7% |