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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $6,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,385 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,759 | $77,638-29.5% | $156,551-65.0% | $62,881-12.9% |
| Participation rate | 71.4% | 71.2%+0.2pp | 84.0%-12.6pp | 69.3%+2.1pp |
| Annual return | 7.08% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $226 | $3,444-93.4% | $5,501-95.9% | $2,281-90.1% |
| Participant deferral / active EE | $5,395 | $3,046+77.1% | $4,871+10.8% | $3,203+68.4% |
| Admin fee / account holder | $100 | $5,561-98.2% | $13,028-99.2% | $4,296-97.7% |