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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 | $64,920-49.1% | $103,693-68.1% | $86,983-62.0% |
| Participation rate | 87.1% | 63.6%+23.5pp | 72.6%+14.5pp | 69.5%+17.6pp |
| Annual return | 13.72% | 30.29%-16.6pp | 47.61%-33.9pp | 25.83%-12.1pp |
| Employer contribution / active EE | $1,894 | $2,141-11.6% | $2,920-35.2% | $2,584-26.7% |
| Participant deferral / active EE | $4,261 | $3,241+31.5% | $4,579-6.9% | $4,194+1.6% |
| Admin fee / account holder | $135 | $6,191-97.8% | $7,858-98.3% | $7,856-98.3% |