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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,809 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,284 | $62,166-73.8% | $81,353-80.0% | $74,459-78.1% |
| Participation rate | 76.1% | 64.1%+12.0pp | 69.5%+6.5pp | 67.2%+8.8pp |
| Annual return | 11.42% | 16.50%-5.1pp | 24.82%-13.4pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $394 | $1,881-79.0% | $2,464-84.0% | $2,626-85.0% |
| Participant deferral / active EE | $1,923 | $3,223-40.3% | $3,885-50.5% | $4,350-55.8% |
| Admin fee / account holder | $174 | $1,925-91.0% | $5,766-97.0% | $1,945-91.0% |