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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,242 |
RPM ADVISORS LLC1 year Service code 27 · EIN 50-2028000 | Advisory (Plan) | $8,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,553 | $60,788-59.6% | $85,705-71.4% | $79,389-69.1% |
| Participation rate | 55.4% | 62.1%-6.7pp | 69.9%-14.4pp | 70.7%-15.3pp |
| Annual return | 17.57% | 16.57%+1.0pp | 21.49%-3.9pp | 116.89%-99.3pp |
| Employer contribution / active EE | $490 | $1,664-70.5% | $2,619-81.3% | $2,428-79.8% |
| Participant deferral / active EE | $2,253 | $2,920-22.9% | $3,924-42.6% | $4,046-44.3% |
| Admin fee / account holder | $149 | $439-66.0% | $6,877-97.8% | $626-76.2% |