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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,570 |
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 | $72,036 | $54,320+32.6% | $67,652+6.5% | $52,331+37.7% |
| Participation rate | 93.7% | 73.6%+20.1pp | 75.7%+18.0pp | 68.1%+25.5pp |
| Annual return | 3.85% | 6.81%-3.0pp | 6625.40%-6621.5pp | 4.54%-0.7pp |
| Employer contribution / active EE | $3,649 | $1,544+136.4% | $2,266+61.1% | $1,882+93.9% |
| Participant deferral / active EE | $3,764 | $2,950+27.6% | $3,560+5.7% | $3,022+24.5% |
| Admin fee / account holder | $41 | $527-92.1% | $4,821-99.1% | $592-93.0% |