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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $888 |
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 | $27,107 | $62,543-56.7% | $83,322-67.5% | $55,725-51.4% |
| Participation rate | 93.2% | 78.4%+14.8pp | 77.8%+15.5pp | 70.9%+22.4pp |
| Annual return | 2.64% | 14.85%-12.2pp | 10.64%-8.0pp | 244.93%-242.3pp |
| Employer contribution / active EE | $3,599 | $2,427+48.3% | $3,379+6.5% | $2,078+73.2% |
| Participant deferral / active EE | $7,792 | $5,682+37.1% | $5,565+40.0% | $3,356+132.2% |
| Admin fee / account holder | $3 | $103-97.0% | $7,540-100.0% | $115-97.3% |