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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,349 |
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 | $77,758 | $59,191+31.4% | $76,767+1.3% | $56,289+38.1% |
| Participation rate | 91.1% | 75.2%+15.9pp | 77.0%+14.1pp | 69.9%+21.2pp |
| Annual return | -5.78% | 6.62%-12.4pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,722 | $1,759+111.6% | $2,485+49.8% | $2,111+76.3% |
| Participant deferral / active EE | $4,004 | $3,255+23.0% | $3,852+4.0% | $3,350+19.5% |
| Admin fee / account holder | $34 | $489-93.1% | $6,675-99.5% | $521-93.6% |