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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,940 |
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.
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 | $25,656 | $63,924-59.9% | $108,582-76.4% | $55,167-53.5% |
| Participation rate | 82.6% | 74.3%+8.2pp | 79.6%+3.0pp | 69.0%+13.6pp |
| Annual return | 3.67% | 15.31%-11.6pp | -51.70%+55.4pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,622 | $1,879-13.7% | $3,758-56.8% | $1,963-17.3% |
| Participant deferral / active EE | $3,908 | $3,067+27.4% | $4,311-9.4% | $3,054+27.9% |
| Admin fee / account holder | $37 | $618-94.0% | $7,645-99.5% | $504-92.6% |