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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,375 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,222 | $51,466-66.5% | $78,778-78.1% | $62,293-72.4% |
| Participation rate | 70.7% | 59.8%+10.9pp | 69.2%+1.5pp | 69.5%+1.2pp |
| Annual return | 19.15% | 19.96%-0.8pp | 35.62%-16.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,035 | $2,147-51.8% | $2,958-65.0% | $3,169-67.3% |
| Admin fee / account holder | $94 | $489-80.9% | $5,134-98.2% | $479-80.5% |