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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,543 | $89,652-51.4% | $141,191-69.2% | $65,185-33.2% |
| Participation rate | 84.1% | 74.7%+9.4pp | 82.5%+1.6pp | 70.2%+13.9pp |
| Annual return | 32.40% | 32.79%-0.4pp | 71.41%-39.0pp | 29.38%+3.0pp |
| Employer contribution / active EE | $4,180 | $3,065+36.4% | $4,736-11.7% | $2,177+92.0% |
| Participant deferral / active EE | $9,040 | $5,691+58.8% | $6,710+34.7% | $3,514+157.3% |
| Admin fee / account holder | $8 | $569-98.6% | $10,264-99.9% | $847-99.0% |