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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,796 |
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).
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 | $58,460 | $123,793-52.8% | $177,839-67.1% | $79,859-26.8% |
| Participation rate | 95.8% | 84.7%+11.2pp | 87.7%+8.1pp | 69.6%+26.2pp |
| Annual return | 12.26% | 22.82%-10.6pp | 48.33%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,132 | $5,956+3.0% | $7,714-20.5% | $3,741+63.9% |
| Admin fee / account holder | $135 | $7,243-98.1% | $12,432-98.9% | $5,307-97.5% |