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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,174 |
THE PFE GROUP2 years Service code 16 · EIN 71-1036677 | Consulting | $60,434 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,263 | $88,874-70.4% | $123,553-78.7% | $75,289-65.1% |
| Participation rate | 86.5% | 75.9%+10.7pp | 82.3%+4.3pp | 72.4%+14.1pp |
| Annual return | -0.14% | 4.22%-4.4pp | 119.21%-119.3pp | -0.04%-0.1pp |
| Employer contribution / active EE | $1,348 | $3,256-58.6% | $4,628-70.9% | $2,405-43.9% |
| Participant deferral / active EE | $5,723 | $6,174-7.3% | $6,426-10.9% | $3,739+53.1% |
| Admin fee / account holder | $89 | $95-5.3% | $9,284-99.0% | $102-12.5% |