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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,279 |
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 | $9,411 | $70,106-86.6% | $80,977-88.4% | $63,975-85.3% |
| Participation rate | 87.7% | 79.4%+8.3pp | 75.8%+11.9pp | 71.1%+16.5pp |
| Annual return | 12.75% | 13.93%-1.2pp | 17.11%-4.4pp | 48.65%-35.9pp |
| Employer contribution / active EE | $789 | $2,042-61.4% | $3,715-78.8% | $2,182-63.8% |
| Participant deferral / active EE | $3,042 | $5,245-42.0% | $5,696-46.6% | $3,356-9.4% |
| Admin fee / account holder | $11 | $57-81.2% | $5,517-99.8% | $70-84.8% |