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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,242 | $72,639+73.8% | $90,766+39.1% | $66,949+88.6% |
| Participation rate | 66.1% | 73.7%-7.6pp | 75.7%-9.6pp | 69.8%-3.7pp |
| Annual return | -17.77% | -12.28%-5.5pp | -12.16%-5.6pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,032 | $2,369-56.5% | $2,922-64.7% | $2,545-59.5% |
| Participant deferral / active EE | $3,647 | $3,979-8.3% | $4,565-20.1% | $4,239-14.0% |
| Admin fee / account holder | $63 | $708-91.1% | $8,446-99.3% | $594-89.4% |