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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,120 |
Filed as: INVESTMENT RESEARCH & ADV GROUP Service code 51 · EIN 58-1989031 | Investment Mgmt Fees | $120,000 |
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 that benefits due were not provided when due.
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 | $16,348 | $73,367-77.7% | $68,612-76.2% | $73,367-77.7% |
| Participation rate | 88.6% | 69.5%+19.1pp | 72.2%+16.4pp | 69.5%+19.1pp |
| Annual return | -7.12% | 173.45%-180.6pp | -4.63%-2.5pp | 173.45%-180.6pp |
| Employer contribution / active EE | $657 | $2,499-73.7% | $2,625-75.0% | $2,499-73.7% |
| Participant deferral / active EE | $1,498 | $4,033-62.9% | $3,311-54.8% | $4,033-62.9% |
| Admin fee / account holder | $18 | $68-73.9% | $5,131-99.7% | $68-73.9% |