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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,361 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,703 | $79,181-42.3% | $102,423-55.4% | $74,429-38.6% |
| Participation rate | 71.2% | 74.8%-3.6pp | 76.5%-5.3pp | 67.2%+4.0pp |
| Annual return | 15.40% | 54.97%-39.6pp | 29.42%-14.0pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,364 | $2,362-42.2% | $3,023-54.9% | $2,625-48.0% |
| Participant deferral / active EE | $3,136 | $4,416-29.0% | $5,054-37.9% | $4,348-27.9% |
| Admin fee / account holder | $12 | $2,002-99.4% | $9,455-99.9% | $1,944-99.4% |