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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,134 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,594 | $88,087-30.1% | $164,866-62.6% | $74,546-17.4% |
| Participation rate | 79.1% | 73.1%+6.0pp | 78.6%+0.5pp | 67.2%+11.9pp |
| Annual return | 14.23% | 17.27%-3.0pp | 69.97%-55.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,508 | $2,595-3.4% | $4,343-42.3% | $2,624-4.4% |
| Participant deferral / active EE | $3,579 | $4,499-20.5% | $6,033-40.7% | $4,347-17.7% |
| Admin fee / account holder | $48 | $2,232-97.8% | $12,689-99.6% | $1,944-97.5% |