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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $57,156 | $35,485+61.1% | $74,551-23.3% | $55,725+2.6% |
| Participation rate | 17.4% | 62.5%-45.1pp | 69.1%-51.7pp | 70.9%-53.4pp |
| Annual return | -6.70% | 0.72%-7.4pp | 32.53%-39.2pp | 244.93%-251.6pp |
| Employer contribution / active EE | $182 | $777-76.5% | $1,961-90.7% | $2,078-91.2% |
| Participant deferral / active EE | $921 | $2,181-57.8% | $3,108-70.4% | $3,356-72.6% |
| Admin fee / account holder | $53 | $114-53.5% | $5,059-98.9% | $115-53.9% |