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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,281 |
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.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,497 | $61,391+36.0% | $149,723-44.2% | $71,529+16.7% |
| Participation rate | 92.8% | 62.5%+30.3pp | 78.8%+14.0pp | 67.9%+24.9pp |
| Annual return | 12.17% | 35.88%-23.7pp | 134.50%-122.3pp | 28.97%-16.8pp |
| Employer contribution / active EE | $1,369 | $2,384-42.6% | $4,821-71.6% | $2,590-47.2% |
| Participant deferral / active EE | $4,965 | $2,921+70.0% | $5,682-12.6% | $4,291+15.7% |
| Admin fee / account holder | -$4 | $1,264-100.3% | $13,215-100.0% | $1,588-100.3% |