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| Provider | Service type | Compensation |
|---|---|---|
GLENVIEW STATE BANK1 year Service code 12 · EIN 36-1136540 | Participant loan processing; Direct p... | $17,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,519 | $46,072+92.1% | $69,779+26.9% | $55,167+60.5% |
| Participation rate | 14.1% | 67.5%-53.4pp | 71.8%-57.8pp | 69.0%-54.9pp |
| Annual return | 1.27% | 8.68%-7.4pp | 12.99%-11.7pp | 169.23%-168.0pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $606 | $2,344-74.2% | $2,931-79.3% | $3,054-80.2% |
| Admin fee / account holder | $435 | $428+1.7% | $4,381-90.1% | $504-13.7% |