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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,850 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,186 | $80,983+24.9% | $96,544+4.8% | $75,177+34.6% |
| Participation rate | 87.1% | 71.8%+15.4pp | 76.0%+11.2pp | 67.2%+19.9pp |
| Annual return | -7.39% | 27.05%-34.4pp | 25.88%-33.3pp | 160.75%-168.1pp |
| Employer contribution / active EE | $1,437 | $2,282-37.1% | $2,966-51.6% | $2,671-46.2% |
| Participant deferral / active EE | $7,935 | $3,929+102.0% | $4,851+63.6% | $4,126+92.3% |
| Admin fee / account holder | $25 | $6,717-99.6% | $8,254-99.7% | $5,651-99.6% |