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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,697 |
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 | $40,400 | $86,338-53.2% | $91,994-56.1% | $77,775-48.1% |
| Participation rate | 94.8% | 82.9%+11.9pp | 78.6%+16.2pp | 73.2%+21.6pp |
| Annual return | 43.83% | 29.65%+14.2pp | 69.04%-25.2pp | 32.58%+11.3pp |
| Employer contribution / active EE | $2,427 | $2,988-18.8% | $3,453-29.7% | $2,504-3.1% |
| Participant deferral / active EE | $10,320 | $6,908+49.4% | $5,924+74.2% | $3,966+160.2% |
| Admin fee / account holder | $2 | $79-98.0% | $7,744-100.0% | $100-98.4% |