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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,650 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,323 | $48,313-68.3% | $73,309-79.1% | $52,331-70.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | 0.23% | 3.85%-3.6pp | 5.67%-5.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,286 | $1,661+37.6% | $3,237-29.4% | $1,882+21.5% |
| Participant deferral / active EE | $5,265 | $4,189+25.7% | $4,991+5.5% | $3,022+74.2% |
| Admin fee / account holder | $39 | $404-90.4% | $5,635-99.3% | $592-93.5% |