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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,170 | $45,283+6.4% | $155,789-69.1% | $52,331-8.0% |
| Participation rate | 16.3% | 62.2%-45.9pp | 76.1%-59.8pp | 68.1%-51.8pp |
| Annual return | -0.33% | 1.80%-2.1pp | 71.54%-71.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,443 | $2,854-49.4% | $4,798-69.9% | $3,022-52.2% |
| Admin fee / account holder | $32 | $981-96.7% | $7,477-99.6% | $592-94.5% |