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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $50 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,766 | $69,231-41.1% | $91,994-55.7% | $67,579-39.7% |
| Participation rate | 87.2% | 78.9%+8.3pp | 78.6%+8.5pp | 71.3%+15.9pp |
| Annual return | 46.27% | 32.03%+14.2pp | 69.04%-22.8pp | 378.56%-332.3pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $3,453-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $11,140 | $5,854+90.3% | $5,924+88.1% | $3,539+214.8% |
| Admin fee / account holder | $1 | $107-99.2% | $7,744-100.0% | $142-99.4% |