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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,852 | $81,948-28.2% | $90,756-35.2% | $64,814-9.2% |
| Participation rate | 78.1% | 80.5%-2.4pp | 75.7%+2.4pp | 71.5%+6.6pp |
| Annual return | -18.67% | -12.53%-6.1pp | -12.16%-6.5pp | 32.84%-51.5pp |
| Employer contribution / active EE | $691 | $3,067-77.5% | $2,922-76.3% | $2,507-72.4% |
| Participant deferral / active EE | $3,764 | $4,844-22.3% | $4,565-17.6% | $4,310-12.7% |
| Admin fee / account holder | -$3 | $157-101.9% | $8,445-100.0% | $188-101.6% |