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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,885 |
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).
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 | $14,422 | $99,957-85.6% | $149,730-90.4% | $73,493-80.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 82.5%+5.0pp | 70.7%+16.8pp |
| Annual return | 40.03% | 53.87%-13.8pp | 276.70%-236.7pp | 28.51%+11.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,916 | $6,073-19.1% | $6,843-28.2% | $3,740+31.4% |
| Admin fee / account holder | $61 | $551-88.8% | $9,310-99.3% | $513-88.0% |