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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,089 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,353 | $51,466-8.0% | $78,778-39.9% | $62,293-24.0% |
| Participation rate | 74.4% | 59.8%+14.6pp | 69.2%+5.2pp | 69.5%+4.9pp |
| Annual return | 16.92% | 19.96%-3.0pp | 35.62%-18.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,461 | $827+197.5% | $1,986+23.9% | $2,042+20.5% |
| Participant deferral / active EE | $2,897 | $2,147+34.9% | $2,958-2.1% | $3,169-8.6% |
| Admin fee / account holder | $40 | $489-91.7% | $5,134-99.2% | $479-91.6% |