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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,438 |
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).
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 | $55,528 | $33,745+64.6% | $64,105-13.4% | $55,191+0.6% |
| Participation rate | 60.3% | 59.4%+0.9pp | 68.2%-7.9pp | 69.2%-8.9pp |
| Annual return | 0.36% | 4.95%-4.6pp | 791.24%-790.9pp | 10.78%-10.4pp |
| Employer contribution / active EE | $786 | $641+22.6% | $1,820-56.8% | $1,899-58.6% |
| Participant deferral / active EE | $2,989 | $1,929+54.9% | $2,822+5.9% | $3,046-1.9% |
| Admin fee / account holder | $24 | $94-75.0% | $4,499-99.5% | $91-74.0% |