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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $63,052 | $51,466+22.5% | $78,778-20.0% | $62,293+1.2% |
| Participation rate | 51.2% | 59.8%-8.5pp | 69.2%-17.9pp | 69.5%-18.3pp |
| Annual return | 16.55% | 19.96%-3.4pp | 35.62%-19.1pp | 28.90%-12.3pp |
| Employer contribution / active EE | $291 | $827-64.8% | $1,986-85.3% | $2,042-85.7% |
| Participant deferral / active EE | $3,125 | $2,147+45.5% | $2,958+5.7% | $3,169-1.4% |
| Admin fee / account holder | $35 | $489-92.9% | $5,134-99.3% | $479-92.7% |