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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,944 |
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 | $33,067 | $61,125-45.9% | $94,057-64.8% | $87,485-62.2% |
| Participation rate | 87.1% | 64.1%+23.0pp | 73.3%+13.8pp | 68.9%+18.2pp |
| Annual return | 13.72% | 35.20%-21.5pp | 480.62%-466.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,894 | $2,136-11.4% | $2,933-35.4% | $2,596-27.1% |
| Participant deferral / active EE | $4,261 | $3,260+30.7% | $4,709-9.5% | $4,274-0.3% |
| Admin fee / account holder | $135 | $5,629-97.6% | $7,244-98.1% | $7,775-98.3% |