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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $581 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,481 | $70,002-77.9% | $115,037-86.5% | $52,331-70.4% |
| Participation rate | 81.0% | 72.1%+8.9pp | 81.4%-0.3pp | 68.1%+12.9pp |
| Annual return | 1.96% | 4.04%-2.1pp | 26.14%-24.2pp | 4.54%-2.6pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,952 | $4,920+61.6% | $6,026+31.9% | $3,022+163.1% |
| Admin fee / account holder | $2 | $566-99.6% | $8,175-100.0% | $592-99.6% |