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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,318 |
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).
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 | $29,011 | $95,417-69.6% | $135,974-78.7% | $74,460-61.0% |
| Participation rate | 79.2% | 78.2%+0.9pp | 81.9%-2.8pp | 70.7%+8.4pp |
| Annual return | 31.40% | 32.76%-1.4pp | 68.30%-36.9pp | 34.38%-3.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $7,235 | $7,789-7.1% | $7,760-6.8% | $4,530+59.7% |
| Admin fee / account holder | $14 | $266-94.9% | $10,767-99.9% | $348-96.1% |