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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,324 | $53,412-58.2% | $68,509-67.4% | $52,331-57.3% |
| Participation rate | 87.8% | 71.7%+16.1pp | 74.7%+13.0pp | 68.1%+19.7pp |
| Annual return | -0.25% | 3.42%-3.7pp | 8.27%-8.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,550 | $1,607-3.6% | $2,278-32.0% | $1,882-17.6% |
| Participant deferral / active EE | $2,605 | $2,688-3.1% | $3,382-23.0% | $3,022-13.8% |
| Admin fee / account holder | $63 | $461-86.3% | $5,275-98.8% | $592-89.3% |