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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,161 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,685 | $101,672-60.0% | $147,117-72.3% | $74,478-45.4% |
| Participation rate | 71.2% | 75.5%-4.3pp | 82.2%-11.0pp | 67.2%+4.0pp |
| Annual return | 90.66% | 8757.83%-8667.2pp | 420.54%-329.9pp | 1370.56%-1279.9pp |
| Employer contribution / active EE | $2,171 | $3,813-43.1% | $4,932-56.0% | $2,626-17.3% |
| Participant deferral / active EE | $3,867 | $7,305-47.1% | $8,065-52.1% | $4,350-11.1% |
| Admin fee / account holder | $237 | $1,753-86.5% | $12,993-98.2% | $1,946-87.8% |