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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,606 |
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 | $69,178 | $72,620-4.7% | $90,760-23.8% | $66,938+3.3% |
| Participation rate | 85.8% | 73.7%+12.1pp | 75.7%+10.1pp | 69.8%+16.0pp |
| Annual return | -14.05% | -12.28%-1.8pp | -12.16%-1.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,169 | $2,369-8.5% | $2,922-25.8% | $2,545-14.8% |
| Participant deferral / active EE | $2,591 | $3,979-34.9% | $4,565-43.2% | $4,238-38.9% |
| Admin fee / account holder | $16 | $707-97.7% | $8,444-99.8% | $594-97.3% |