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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,610 |
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,379 | $56,638-85.2% | $169,390-95.1% | $74,460-88.7% |
| Participation rate | 74.1% | 67.5%+6.5pp | 77.2%-3.1pp | 70.7%+3.3pp |
| Annual return | 22.63% | 24.75%-2.1pp | 406.07%-383.4pp | 34.38%-11.7pp |
| Employer contribution / active EE | $799 | $2,027-60.6% | $4,013-80.1% | $2,638-69.7% |
| Participant deferral / active EE | $1,316 | $4,223-68.8% | $6,222-78.9% | $4,530-71.0% |
| Admin fee / account holder | $70 | $307-77.0% | $9,015-99.2% | $348-79.7% |