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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,995 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,288 | $59,535-45.8% | $90,162-64.2% | $62,293-48.2% |
| Participation rate | 91.5% | 73.0%+18.4pp | 76.9%+14.6pp | 69.5%+22.0pp |
| Annual return | 17.74% | 23.53%-5.8pp | 34.88%-17.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $205 | $1,826-88.8% | $3,318-93.8% | $2,042-89.9% |
| Participant deferral / active EE | $2,893 | $4,639-37.6% | $5,287-45.3% | $3,169-8.7% |
| Admin fee / account holder | $36 | $337-89.2% | $5,943-99.4% | $479-92.4% |