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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,358 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,268 | $59,186-45.5% | $76,768-58.0% | $56,287-42.7% |
| Participation rate | 71.3% | 75.2%-3.9pp | 77.0%-5.7pp | 69.9%+1.5pp |
| Annual return | -6.50% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,478 | $3,255-23.9% | $3,852-35.7% | $3,350-26.0% |
| Admin fee / account holder | $133 | $489-72.9% | $6,675-98.0% | $521-74.5% |