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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 47-4872674 8 W. 24TH STREET, 6TH FLOOR · NEW YORK, NY 10010 | Loan Processing | $8,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,192 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,234 | $84,499-79.6% | $125,391-86.3% | $66,949-74.3% |
| Participation rate | 83.7% | 76.4%+7.2pp | 82.4%+1.3pp | 69.8%+13.8pp |
| Annual return | 7.44% | -8.49%+15.9pp | 572.41%-565.0pp | 1.57%+5.9pp |
| Employer contribution / active EE | $2,868 | $3,554-19.3% | $4,816-40.4% | $2,545+12.7% |
| Participant deferral / active EE | $6,659 | $6,785-1.9% | $7,448-10.6% | $4,239+57.1% |
| Admin fee / account holder | $57 | $685-91.6% | $10,009-99.4% | $594-90.3% |