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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,365 |
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 | $33,470 | $102,661-67.4% | $151,639-77.9% | $66,938-50.0% |
| Participation rate | 92.1% | 85.5%+6.5pp | 87.5%+4.6pp | 69.8%+22.2pp |
| Annual return | -9.44% | -10.81%+1.4pp | 3.34%-12.8pp | 1.58%-11.0pp |
| Employer contribution / active EE | $806 | $4,184-80.7% | $6,165-86.9% | $2,545-68.3% |
| Participant deferral / active EE | $9,812 | $6,645+47.7% | $8,363+17.3% | $4,238+131.5% |
| Admin fee / account holder | $101 | $630-84.0% | $11,613-99.1% | $594-83.0% |