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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $210,424 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $104,725 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,899 | $2,687,218-95.5% | $164,975-26.1% | $199,921-39.0% |
| Participation rate | 79.0% | 78.3%+0.7pp | 78.6%+0.4pp | 72.0%+7.0pp |
| Annual return | 10.36% | 17.94%-7.6pp | 70.12%-59.8pp | 34.28%-23.9pp |
| Employer contribution / active EE | $3,399 | $2,958+14.9% | $4,343-21.7% | $3,035+12.0% |
| Participant deferral / active EE | $4,016 | $5,002-19.7% | $6,033-33.4% | $5,089-21.1% |
| Admin fee / account holder | $109 | $1,988-94.5% | $12,688-99.1% | $269-59.4% |