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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,150 |
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 | $106,828 | $73,638+45.1% | $95,964+11.3% | $73,497+45.4% |
| Participation rate | 94.7% | 76.2%+18.5pp | 77.1%+17.6pp | 70.7%+24.0pp |
| Annual return | 21.80% | 16.78%+5.0pp | 91.64%-69.8pp | 28.51%-6.7pp |
| Employer contribution / active EE | $5,875 | $1,863+215.3% | $2,541+131.2% | $2,270+158.8% |
| Participant deferral / active EE | $4,180 | $3,617+15.6% | $4,167+0.3% | $3,740+11.8% |
| Admin fee / account holder | $35 | $482-92.7% | $6,797-99.5% | $513-93.1% |