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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,950 |
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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,920 | $55,423-35.2% | $155,602-76.9% | $74,400-51.7% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 15.70% | 269.07%-253.4pp | 64.81%-49.1pp | 1367.51%-1351.8pp |
| Employer contribution / active EE | $1,966 | $2,266-13.2% | $4,675-58.0% | $2,624-25.1% |
| Participant deferral / active EE | $4,124 | $2,835+45.5% | $5,629-26.7% | $4,348-5.1% |
| Admin fee / account holder | $105 | $1,744-94.0% | $15,923-99.3% | $1,944-94.6% |