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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $9,646 |
Service code 37 · EIN 04-2647786 | Loan Processing | $694 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,849 | $75,183-66.9% | $123,894-79.9% | $55,167-55.0% |
| Participation rate | 77.9% | 72.8%+5.1pp | 81.4%-3.5pp | 69.0%+8.9pp |
| Annual return | 14.47% | 19.01%-4.5pp | 47.52%-33.0pp | 169.23%-154.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $8,214 | $5,084+61.5% | $5,984+37.3% | $3,054+168.9% |
| Admin fee / account holder | $4 | $663-99.5% | $8,357-100.0% | $504-99.3% |