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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,267 |
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 | $41,010 | $73,404-44.1% | $87,104-52.9% | $67,579-39.3% |
| Participation rate | 62.9% | 80.9%-18.0pp | 76.9%-14.0pp | 71.3%-8.4pp |
| Annual return | 25.31% | 48.29%-23.0pp | 28.19%-2.9pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,292 | $2,014-35.9% | $2,521-48.8% | $2,148-39.9% |
| Participant deferral / active EE | $4,996 | $3,913+27.7% | $4,048+23.4% | $3,539+41.1% |
| Admin fee / account holder | $41 | $142-70.8% | $7,491-99.4% | $142-70.9% |