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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,495 |
Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,416 | $67,602-22.5% | $82,312-36.3% | $70,126-25.3% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 16.29% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,492 | $1,755-15.0% | $2,428-38.6% | $2,343-36.3% |
| Participant deferral / active EE | $7,652 | $2,987+156.2% | $3,706+106.5% | $3,332+129.7% |
| Admin fee / account holder | $17 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |