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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
JEFFREY SLOCUM & ASSOCIATES2 years Filed as: THE JEFFREY MATTHEWS FIN'L GRP Service code 61 30B VREELAND RD STE 210 · FLORHAM PARK, NJ 07932 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,693 | $58,726-42.6% | $92,236-63.5% | $62,293-45.9% |
| Participation rate | 52.9% | 68.3%-15.5pp | 76.5%-23.6pp | 69.5%-16.7pp |
| Annual return | 21.39% | 43.62%-22.2pp | 176.29%-154.9pp | 28.90%-7.5pp |
| Employer contribution / active EE | $833 | $2,392-65.2% | $3,679-77.4% | $2,042-59.2% |
| Participant deferral / active EE | $3,226 | $2,766+16.6% | $3,897-17.2% | $3,169+1.8% |
| Admin fee / account holder | $7 | $556-98.8% | $5,194-99.9% | $479-98.6% |