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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,830 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,716 | $42,546-53.7% | $71,796-72.5% | $55,167-64.3% |
| Participation rate | 76.5% | 59.1%+17.4pp | 69.1%+7.4pp | 69.0%+7.6pp |
| Annual return | 4.42% | 12.36%-7.9pp | 78.04%-73.6pp | 169.23%-164.8pp |
| Employer contribution / active EE | $521 | $803-35.1% | $1,924-72.9% | $1,963-73.4% |
| Participant deferral / active EE | $2,307 | $2,064+11.8% | $2,794-17.4% | $3,054-24.4% |
| Admin fee / account holder | $64 | $650-90.2% | $4,815-98.7% | $504-87.4% |