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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,364 |
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 | $92,964 | $65,378+42.2% | $87,103+6.7% | $65,186+42.6% |
| Participation rate | 94.9% | 75.3%+19.6pp | 76.9%+18.0pp | 70.2%+24.7pp |
| Annual return | 24.31% | 31.28%-7.0pp | 28.19%-3.9pp | 29.39%-5.1pp |
| Employer contribution / active EE | $5,503 | $1,823+201.9% | $2,521+118.2% | $2,177+152.8% |
| Participant deferral / active EE | $4,388 | $3,389+29.5% | $4,049+8.4% | $3,514+24.9% |
| Admin fee / account holder | $42 | $520-92.0% | $7,491-99.4% | $847-95.1% |