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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,273 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,242 | $68,092-87.9% | $73,309-88.8% | $59,188-86.1% |
| Participation rate | 79.9% | 78.1%+1.8pp | 74.9%+5.0pp | 69.4%+10.5pp |
| Annual return | 3.37% | 5.93%-2.6pp | 5.67%-2.3pp | 5.51%-2.1pp |
| Employer contribution / active EE | $726 | $2,018-64.0% | $3,237-77.6% | $2,098-65.4% |
| Participant deferral / active EE | $2,699 | $5,041-46.5% | $4,991-45.9% | $3,265-17.3% |
| Admin fee / account holder | $10 | $630-98.3% | $5,635-99.8% | $92-88.7% |