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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,275 |
Participant contribution per participant 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 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 | $37,702 | $73,102-48.4% | $123,553-69.5% | $56,289-33.0% |
| Participation rate | 91.4% | 74.3%+17.1pp | 82.3%+9.1pp | 69.9%+21.5pp |
| Annual return | -5.12% | 3.01%-8.1pp | 119.21%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $4,007 | $2,977+34.6% | $4,628-13.4% | $2,111+89.8% |
| Participant deferral / active EE | $2,035 | $5,423-62.5% | $6,426-68.3% | $3,350-39.3% |
| Admin fee / account holder | $16 | $554-97.2% | $9,284-99.8% | $521-97.0% |