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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $25,799 |
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).
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 | $11,287 | $37,196-69.7% | $154,111-92.7% | $55,725-79.7% |
| Participation rate | 78.1% | 64.1%+14.0pp | 83.0%-4.9pp | 70.9%+7.2pp |
| Annual return | 10.12% | 1319.68%-1309.6pp | 735.18%-725.1pp | 244.93%-234.8pp |
| Employer contribution / active EE | $660 | $1,614-59.1% | $5,298-87.5% | $2,078-68.3% |
| Participant deferral / active EE | $795 | $2,068-61.6% | $5,081-84.4% | $3,356-76.3% |
| Admin fee / account holder | $1 | $102-98.6% | $13,411-100.0% | $115-98.8% |