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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,144 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,622 | $78,636-76.3% | $105,607-82.4% | $74,459-75.0% |
| Participation rate | 87.1% | 72.8%+14.4pp | 75.3%+11.8pp | 67.2%+19.9pp |
| Annual return | 16.29% | 15.96%+0.3pp | 116.11%-99.8pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $2,300 | $2,523-8.9% | $3,167-27.4% | $2,626-12.4% |
| Participant deferral / active EE | $3,970 | $4,322-8.1% | $5,011-20.8% | $4,350-8.7% |
| Admin fee / account holder | $12 | $2,220-99.5% | $10,958-99.9% | $1,945-99.4% |