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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,236 | $99,957-74.8% | $149,745-83.1% | $73,497-65.7% |
| Participation rate | 79.4% | 75.7%+3.7pp | 82.5%-3.1pp | 70.7%+8.7pp |
| Annual return | 51.19% | 53.87%-2.7pp | 276.72%-225.5pp | 28.51%+22.7pp |
| Employer contribution / active EE | $7 | $3,191-99.8% | $4,646-99.8% | $2,270-99.7% |
| Participant deferral / active EE | $10,803 | $6,073+77.9% | $6,843+57.9% | $3,740+188.9% |
| Admin fee / account holder | $12 | $551-97.9% | $9,312-99.9% | $513-97.7% |