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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,439 |
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 | $84,261 | $64,909+29.8% | $82,312+2.4% | $62,293+35.3% |
| Participation rate | 96.4% | 74.9%+21.5pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 19.74% | 21.18%-1.4pp | 25.88%-6.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $3,746 | $1,676+123.5% | $2,428+54.2% | $2,042+83.4% |
| Participant deferral / active EE | $3,825 | $3,103+23.2% | $3,706+3.2% | $3,169+20.7% |
| Admin fee / account holder | $35 | $440-92.0% | $5,608-99.4% | $479-92.6% |