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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,320 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,266 | $75,183-65.1% | $123,894-78.8% | $55,167-52.4% |
| Participation rate | 64.1% | 72.8%-8.7pp | 81.4%-17.3pp | 69.0%-4.9pp |
| Annual return | 19.10% | 19.01%+0.1pp | 47.52%-28.4pp | 169.23%-150.1pp |
| Employer contribution / active EE | $1,498 | $2,823-46.9% | $4,617-67.6% | $1,963-23.7% |
| Participant deferral / active EE | $3,712 | $5,084-27.0% | $5,984-38.0% | $3,054+21.5% |
| Admin fee / account holder | $16 | $663-97.5% | $8,357-99.8% | $504-96.8% |