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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,286 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,476 | $52,967+93.5% | $172,753-40.7% | $65,186+57.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 24.35% | 30.12%-5.8pp | 803.00%-778.7pp | 29.39%-5.0pp |
| Employer contribution / active EE | $6,009 | $2,190+174.3% | $5,144+16.8% | $2,177+176.0% |
| Participant deferral / active EE | $4,663 | $2,471+88.7% | $5,198-10.3% | $3,514+32.7% |
| Admin fee / account holder | $126 | $472-73.3% | $13,956-99.1% | $847-85.1% |