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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,453 |
CAPOSSELA, COHEN, LLC1 year Service code 10 · EIN 06-1415579 | Accounting | $11,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,139 | $82,202-47.5% | $125,339-65.6% | $64,808-33.4% |
| Participation rate | 77.7% | 77.9%-0.1pp | 82.4%-4.6pp | 71.5%+6.3pp |
| Annual return | -18.23% | 3.48%-21.7pp | 572.05%-590.3pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,423 | $3,615-60.6% | $4,814-70.4% | $2,506-43.2% |
| Participant deferral / active EE | $4,190 | $7,175-41.6% | $7,446-43.7% | $4,310-2.8% |
| Admin fee / account holder | $147 | $163-9.7% | $10,010-98.5% | $188-21.5% |