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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,063 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,565 | $84,936+37.2% | $111,297+4.7% | $79,386+46.8% |
| Participation rate | 20.4% | 75.9%-55.5pp | 77.3%-56.9pp | 70.7%-50.3pp |
| Annual return | 10.19% | 17.45%-7.3pp | 54.65%-44.5pp | 116.85%-106.7pp |
| Employer contribution / active EE | $1,246 | $1,979-37.1% | $2,731-54.4% | $2,427-48.7% |
| Participant deferral / active EE | $1,465 | $3,888-62.3% | $4,487-67.4% | $4,046-63.8% |
| Admin fee / account holder | $169 | $537-68.5% | $7,964-97.9% | $626-73.0% |