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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,372 | $69,305-72.0% | $82,313-76.5% | $69,631-72.2% |
| Participation rate | 72.8% | 80.3%-7.4pp | 76.9%-4.1pp | 70.7%+2.1pp |
| Annual return | 16.58% | 21.47%-4.9pp | 25.88%-9.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $228 | $1,887-87.9% | $2,428-90.6% | $2,032-88.8% |
| Participant deferral / active EE | $1,111 | $3,568-68.9% | $3,706-70.0% | $3,224-65.5% |
| Admin fee / account holder | $7 | $97-92.5% | $5,608-99.9% | $110-93.4% |