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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $248,448 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $9,450 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,584 | $87,621-66.2% | $86,460-65.8% | $77,906-62.0% |
| Participation rate | 96.0% | 85.8%+10.2pp | 80.3%+15.7pp | 73.7%+22.3pp |
| Annual return | -19.19% | -13.90%-5.3pp | 4399.82%-4419.0pp | 12.16%-31.3pp |
| Employer contribution / active EE | $2,316 | $3,474-33.3% | $3,771-38.6% | $2,846-18.6% |
| Participant deferral / active EE | $6,833 | $8,645-21.0% | $6,954-1.7% | $4,805+42.2% |
| Admin fee / account holder | $36 | $85-57.5% | $6,727-99.5% | $133-72.8% |