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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 | $2,703,213-95.5% | $165,100-26.2% | $200,096-39.1% |
| Participation rate | 79.0% | 78.4%+0.5pp | 78.6%+0.4pp | 72.0%+7.0pp |
| Annual return | 10.36% | 17.97%-7.6pp | 70.21%-59.9pp | 34.26%-23.9pp |
| Employer contribution / active EE | $3,399 | $2,973+14.3% | $4,348-21.8% | $3,038+11.9% |
| Participant deferral / active EE | $4,016 | $5,021-20.0% | $6,035-33.5% | $5,090-21.1% |
| Admin fee / account holder | $109 | $1,999-94.5% | $12,696-99.1% | $269-59.5% |