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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,376 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,123 | $155,795-83.9% | $136,298-81.6% | $69,631-63.9% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 70.7%+12.2pp |
| Annual return | 45.08% | 232464.33%-232419.3pp | 5156.27%-5111.2pp | 27571.02%-27525.9pp |
| Employer contribution / active EE | $3,063 | $2,991+2.4% | $4,696-34.8% | $2,032+50.7% |
| Participant deferral / active EE | $5,937 | $5,394+10.1% | $6,247-5.0% | $3,224+84.2% |
| Admin fee / account holder | $25 | $128-80.8% | $9,244-99.7% | $110-77.7% |