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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,244 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,970 | $227,611-82.0% | $115,037-64.4% | - |
| Participation rate | 93.9% | 70.4%+23.5pp | 81.4%+12.6pp | - |
| Annual return | 0.80% | -2.26%+3.1pp | 26.14%-25.3pp | - |
| Employer contribution / active EE | $587 | $2,567-77.1% | $4,608-87.3% | - |
| Participant deferral / active EE | $3,491 | $4,583-23.8% | $6,026-42.1% | - |
| Admin fee / account holder | $32 | $24,340-99.9% | $8,175-99.6% | - |