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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,612 | $76,112-69.0% | $96,544-75.5% | $71,529-67.0% |
| Participation rate | 77.6% | 74.4%+3.2pp | 76.0%+1.6pp | 67.9%+9.7pp |
| Annual return | 35.75% | 22.80%+12.9pp | 25.88%+9.9pp | 28.97%+6.8pp |
| Employer contribution / active EE | $413 | $2,248-81.6% | $2,966-86.1% | $2,590-84.1% |
| Participant deferral / active EE | $4,750 | $4,217+12.6% | $4,851-2.1% | $4,291+10.7% |
| Admin fee / account holder | $14 | $2,708-99.5% | $8,254-99.8% | $1,588-99.1% |