Filed December 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,419 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,061 | $46,072-71.6% | $69,779-81.3% | $55,167-76.3% |
| Participation rate | 81.5% | 67.5%+14.0pp | 71.8%+9.6pp | 69.0%+12.5pp |
| Annual return | 9.42% | 8.68%+0.7pp | 12.99%-3.6pp | 169.23%-159.8pp |
| Employer contribution / active EE | $669 | $1,500-55.4% | $2,338-71.4% | $1,963-65.9% |
| Participant deferral / active EE | $1,838 | $2,344-21.6% | $2,931-37.3% | $3,054-39.8% |
| Admin fee / account holder | $17 | $428-96.1% | $4,381-99.6% | $504-96.7% |