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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,643 |
CEDAR VALLEY CAPITAL1 year Service code 27 · EIN 84-3191230 | Advisory (Plan) | $14,951 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,014 | $43,496-74.7% | $161,489-93.2% | $64,340-82.9% |
| Participation rate | 90.5% | 53.5%+37.0pp | 78.7%+11.8pp | 55.2%+35.2pp |
| Annual return | 9.36% | 20.76%-11.4pp | 89.72%-80.4pp | 24.14%-14.8pp |
| Employer contribution / active EE | $471 | $1,431-67.1% | $4,268-89.0% | $1,862-74.7% |
| Participant deferral / active EE | $1,667 | $1,996-16.5% | $5,630-70.4% | $2,980-44.1% |
| Admin fee / account holder | $102 | $2,330-95.6% | $16,006-99.4% | $3,703-97.2% |