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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,024 |
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 | $50,360 | $122,042-58.7% | $184,260-72.7% | $74,459-32.4% |
| Participation rate | 88.0% | 85.5%+2.5pp | 86.8%+1.1pp | 67.2%+20.7pp |
| Annual return | 36.24% | 19.91%+16.3pp | 28.84%+7.4pp | 1369.70%-1333.5pp |
| Employer contribution / active EE | $4,682 | $4,537+3.2% | $6,427-27.1% | $2,626+78.3% |
| Participant deferral / active EE | $6,612 | $7,143-7.4% | $9,133-27.6% | $4,350+52.0% |
| Admin fee / account holder | $5 | $1,252-99.6% | $13,898-100.0% | $1,945-99.7% |