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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,138 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,653 | $82,163-76.1% | $125,381-84.3% | $64,819-69.7% |
| Participation rate | 78.1% | 77.9%+0.2pp | 82.4%-4.3pp | 71.5%+6.6pp |
| Annual return | -5.83% | 3.49%-9.3pp | 572.31%-578.1pp | 32.84%-38.7pp |
| Employer contribution / active EE | $73 | $3,616-98.0% | $4,815-98.5% | $2,507-97.1% |
| Participant deferral / active EE | $6,421 | $7,175-10.5% | $7,448-13.8% | $4,311+48.9% |
| Admin fee / account holder | $29 | $163-82.3% | $10,007-99.7% | $188-84.6% |