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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,769 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,496 | $96,403-10.3% | $93,621-7.6% | $77,775+11.2% |
| Participation rate | 91.0% | 87.6%+3.4pp | 75.8%+15.2pp | 73.2%+17.8pp |
| Annual return | 19.18% | 39.36%-20.2pp | 32.76%-13.6pp | 32.58%-13.4pp |
| Employer contribution / active EE | $2,235 | $3,616-38.2% | $2,719-17.8% | $2,504-10.7% |
| Participant deferral / active EE | $5,008 | $5,341-6.2% | $4,070+23.1% | $3,966+26.3% |
| Admin fee / account holder | $25 | $90-71.7% | $7,890-99.7% | $100-74.7% |