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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,017 |
Filed as: WEALTH ALLIANCE ADVISORY GROUP LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $28,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,173 | $49,468-87.5% | $150,298-95.9% | $103,975-94.1% |
| Participation rate | 66.0% | 58.1%+7.9pp | 77.8%-11.8pp | 72.5%-6.5pp |
| Annual return | 19.71% | 38.98%-19.3pp | 62.79%-43.1pp | 19.41%+0.3pp |
| Employer contribution / active EE | $313 | $1,670-81.2% | $4,154-92.5% | $3,722-91.6% |
| Participant deferral / active EE | $1,078 | $2,650-59.3% | $5,453-80.2% | $5,343-79.8% |
| Admin fee / account holder | $95 | $385-75.3% | $14,116-99.3% | $332-71.4% |