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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$178,390 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $12,275 | $38,510-68.1% | $74,549-83.5% | $73,367-83.3% |
| Participation rate | 73.6% | 53.5%+20.1pp | 69.1%+4.5pp | 69.5%+4.2pp |
| Annual return | -6.38% | -0.94%-5.4pp | 32.54%-38.9pp | 173.45%-179.8pp |
| Employer contribution / active EE | $737 | $774-4.8% | $1,961-62.4% | $2,499-70.5% |
| Participant deferral / active EE | $1,408 | $1,421-0.9% | $3,108-54.7% | $4,033-65.1% |
| Admin fee / account holder | -$10 | $52-118.8% | $5,059-100.2% | $68-114.3% |