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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 | $55,437-35.2% | $155,534-76.9% | $74,459-51.8% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 15.70% | 269.58%-253.9pp | 64.92%-49.2pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $1,966 | $2,266-13.2% | $4,675-57.9% | $2,626-25.1% |
| Participant deferral / active EE | $4,124 | $2,837+45.4% | $5,630-26.7% | $4,350-5.2% |
| Admin fee / account holder | $105 | $1,742-94.0% | $15,900-99.3% | $1,945-94.6% |