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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,167 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,506 | $84,236-16.3% | $170,435-58.6% | $70,126+0.5% |
| Participation rate | 93.8% | 70.8%+23.0pp | 83.6%+10.2pp | 69.5%+24.3pp |
| Annual return | 13.03% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $3,023 | $3,387-10.8% | $5,432-44.4% | $2,343+29.0% |
| Participant deferral / active EE | $4,903 | $3,086+58.9% | $4,939-0.7% | $3,332+47.2% |
| Admin fee / account holder | $57 | $5,698-99.0% | $13,881-99.6% | $4,645-98.8% |