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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,398 |
Annual investment return 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 | $10,943 | $62,928-82.6% | $172,755-93.7% | $67,579-83.8% |
| Participation rate | 89.7% | 64.5%+25.2pp | 82.6%+7.1pp | 71.3%+18.4pp |
| Annual return | 1.01% | 30.36%-29.3pp | 802.94%-801.9pp | 378.56%-377.5pp |
| Employer contribution / active EE | $539 | $1,636-67.0% | $5,144-89.5% | $2,148-74.9% |
| Participant deferral / active EE | $1,095 | $2,145-49.0% | $5,198-78.9% | $3,539-69.1% |
| Admin fee / account holder | $57 | $167-65.7% | $13,955-99.6% | $142-59.8% |