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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,625 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,964 | $65,435+11.5% | $86,677-15.8% | $66,914+9.0% |
| Participation rate | 86.5% | 75.5%+11.1pp | 76.6%+10.0pp | 69.8%+16.7pp |
| Annual return | -19.93% | -10.89%-9.0pp | 35.91%-55.8pp | 1.58%-21.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,992 | $4,100-2.6% | $4,656-14.2% | $4,237-5.8% |
| Admin fee / account holder | $26 | $642-95.9% | $7,493-99.6% | $593-95.6% |