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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,287 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,439 | $67,598-83.1% | $75,900-84.9% | $77,775-85.3% |
| Participation rate | 80.5% | 69.6%+11.0pp | 69.3%+11.2pp | 73.2%+7.3pp |
| Annual return | 26.75% | 23.18%+3.6pp | 30.73%-4.0pp | 32.58%-5.8pp |
| Employer contribution / active EE | $714 | $2,430-70.6% | $2,501-71.4% | $2,504-71.5% |
| Participant deferral / active EE | $3,002 | $3,502-14.3% | $3,604-16.7% | $3,966-24.3% |
| Admin fee / account holder | $8 | $96-91.5% | $5,421-99.8% | $100-91.8% |