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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,440 |
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).
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 | $21,466 | $73,102-70.6% | $123,553-82.6% | $56,289-61.9% |
| Participation rate | 70.5% | 74.3%-3.8pp | 82.3%-11.8pp | 69.9%+0.6pp |
| Annual return | 14.54% | 3.01%+11.5pp | 119.21%-104.7pp | -9.96%+24.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,431 | $5,423+37.0% | $6,426+15.6% | $3,350+121.8% |
| Admin fee / account holder | $12 | $554-97.9% | $9,284-99.9% | $521-97.8% |