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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,270 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,850 | $52,967-73.9% | $172,753-92.0% | $65,186-78.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 14.04% | 30.12%-16.1pp | 803.00%-789.0pp | 29.39%-15.3pp |
| Employer contribution / active EE | $1,782 | $2,190-18.6% | $5,144-65.4% | $2,177-18.1% |
| Participant deferral / active EE | $1,043 | $2,471-57.8% | $5,198-79.9% | $3,514-70.3% |
| Admin fee / account holder | $64 | $472-86.5% | $13,956-99.5% | $847-92.5% |