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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 | $46,688-76.4% | $189,758-94.2% | $69,733-84.2% |
| Participation rate | 90.5% | 61.7%+28.8pp | 79.8%+10.7pp | 62.5%+28.0pp |
| Annual return | 9.36% | 14.35%-5.0pp | 52.62%-43.3pp | 15.22%-5.9pp |
| Employer contribution / active EE | $471 | $1,695-72.2% | $4,767-90.1% | $2,250-79.1% |
| Participant deferral / active EE | $1,667 | $2,143-22.2% | $5,856-71.5% | $3,054-45.4% |
| Admin fee / account holder | $102 | $1,700-94.0% | $20,388-99.5% | $3,102-96.7% |