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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,265 | $60,349+8.1% | $74,184-12.0% | $62,881+3.8% |
| Participation rate | 90.4% | 72.7%+17.6pp | 76.6%+13.7pp | 69.3%+21.1pp |
| Annual return | 0.05% | 21.38%-21.3pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $8 | $1,680-99.5% | $2,370-99.6% | $2,281-99.6% |
| Participant deferral / active EE | $2,730 | $2,856-4.4% | $3,550-23.1% | $3,203-14.8% |
| Admin fee / account holder | $74 | $4,261-98.3% | $5,586-98.7% | $4,296-98.3% |