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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,463 |
Service code 27 · EIN 73-1399373 | Advisory (Plan) | $22,355 |
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 that benefits due were not provided when due.
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 | $24,347 | $91,394-73.4% | $130,026-81.3% | $74,440-67.3% |
| Participation rate | 93.9% | 77.8%+16.2pp | 78.5%+15.4pp | 70.7%+23.2pp |
| Annual return | 15.39% | 23.20%-7.8pp | -137.26%+152.7pp | 34.37%-19.0pp |
| Employer contribution / active EE | $671 | $2,565-73.8% | $4,321-84.5% | $2,638-74.6% |
| Participant deferral / active EE | $3,761 | $4,721-20.3% | $5,821-35.4% | $4,529-17.0% |
| Admin fee / account holder | $122 | $284-57.1% | $10,608-98.9% | $348-65.0% |