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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,565 |
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).
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 | $28,006 | $98,982-71.7% | $162,177-82.7% | $65,185-57.0% |
| Participation rate | 71.6% | 85.8%-14.1pp | 87.6%-15.9pp | 70.2%+1.4pp |
| Annual return | 30.22% | 24.84%+5.4pp | 115.60%-85.4pp | 29.38%+0.8pp |
| Employer contribution / active EE | $1,973 | $3,467-43.1% | $5,613-64.9% | $2,177-9.4% |
| Participant deferral / active EE | $5,752 | $5,384+6.8% | $7,297-21.2% | $3,514+63.7% |
| Admin fee / account holder | $101 | $596-83.1% | $10,843-99.1% | $847-88.1% |