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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,647 |
Filed as: MJM401K INC Service code 27 · EIN 86-0882983 | Advisory (Plan) | $25,000 |
Employer contribution per participant 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 a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,280 | $127,481-78.6% | $149,751-81.8% | $90,274-69.8% |
| Participation rate | 87.8% | 78.2%+9.6pp | 82.5%+5.3pp | 73.4%+14.5pp |
| Annual return | 61.33% | 57.78%+3.5pp | 276.71%-215.4pp | 53.97%+7.4pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,872 | $6,975+12.9% | $6,843+15.0% | $4,231+86.1% |
| Admin fee / account holder | $67 | $152-55.6% | $9,312-99.3% | $114-40.9% |