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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,560 |
EQUITABLE ADVISORS LLC2 years Service code 27 · EIN 13-4078005 | Advisory (Plan) | $12,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $40,040 | $56,540-29.2% | $185,851-78.5% | $86,821-53.9% |
| Participation rate | 41.6% | 65.5%-23.9pp | 81.7%-40.1pp | 72.3%-30.7pp |
| Annual return | 14.96% | 118.20%-103.2pp | 122.11%-107.1pp | 97.94%-83.0pp |
| Employer contribution / active EE | $905 | $1,844-51.0% | $5,168-82.5% | $2,406-62.4% |
| Participant deferral / active EE | $2,732 | $2,555+6.9% | $5,569-50.9% | $4,132-33.9% |
| Admin fee / account holder | $158 | $150+5.8% | $16,245-99.0% | $170-6.6% |