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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,620 |
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).
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 | $15,636 | $65,118-76.0% | $76,767-79.6% | $55,725-71.9% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.0%+0.8pp | 70.9%+7.0pp |
| Annual return | -5.03% | -1.27%-3.8pp | 2.43%-7.5pp | 244.93%-250.0pp |
| Employer contribution / active EE | $264 | $1,941-86.4% | $2,485-89.4% | $2,078-87.3% |
| Participant deferral / active EE | $1,240 | $3,688-66.4% | $3,852-67.8% | $3,356-63.1% |
| Admin fee / account holder | $25 | $116-78.8% | $6,675-99.6% | $115-78.7% |