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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,110 | $59,839+67.3% | $81,983+22.1% | $79,858+25.4% |
| Participation rate | 54.4% | 61.6%-7.2pp | 69.2%-14.8pp | 69.6%-15.2pp |
| Annual return | 9.72% | 17.56%-7.8pp | 41.31%-31.6pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,390 | $2,695-11.3% | $3,722-35.8% | $3,740-36.1% |
| Admin fee / account holder | $57 | $4,287-98.7% | $5,664-99.0% | $5,306-98.9% |