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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,957 | $63,905-60.9% | $74,184-66.4% | $57,658-56.7% |
| Participation rate | 58.2% | 79.8%-21.6pp | 76.6%-18.5pp | 70.2%-12.1pp |
| Annual return | 18.27% | 60.60%-42.3pp | 17.74%+0.5pp | 5.13%+13.1pp |
| Employer contribution / active EE | $1,030 | $1,840-44.0% | $2,370-56.6% | $1,974-47.8% |
| Participant deferral / active EE | $3,457 | $3,448+0.3% | $3,550-2.6% | $3,061+13.0% |
| Admin fee / account holder | $4 | $91-95.9% | $5,586-99.9% | $95-96.1% |