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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,319 |
Filed as: WEALTH ALLIANCE ADVISORY GROUP LLC Service code 27 · EIN 82-3558532 | Advisory (Plan) | $17,196 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,093 | $47,163-85.0% | $149,696-95.3% | $74,460-90.5% |
| Participation rate | 71.9% | 63.4%+8.4pp | 78.8%-6.9pp | 70.7%+1.1pp |
| Annual return | 26.52% | 22.75%+3.8pp | 134.46%-107.9pp | 34.38%-7.9pp |
| Employer contribution / active EE | $284 | $1,907-85.1% | $4,821-94.1% | $2,638-89.2% |
| Participant deferral / active EE | $1,196 | $2,730-56.2% | $5,682-78.9% | $4,530-73.6% |
| Admin fee / account holder | $112 | $343-67.4% | $13,212-99.2% | $348-67.9% |