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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
Employer contribution per participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,095 | $101,653+11.3% | $147,080-23.1% | $74,459+51.9% |
| Participation rate | 70.4% | 75.6%-5.1pp | 82.2%-11.7pp | 67.2%+3.2pp |
| Annual return | 14.92% | 8754.98%-8740.1pp | 420.17%-405.2pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $715 | $3,813-81.3% | $4,933-85.5% | $2,626-72.8% |
| Participant deferral / active EE | $4,752 | $7,304-34.9% | $8,066-41.1% | $4,350+9.2% |
| Admin fee / account holder | $30 | $1,752-98.3% | $12,989-99.8% | $1,945-98.5% |