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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,667 |
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 | $20,918 | $89,739-76.7% | $149,721-86.0% | $62,293-66.4% |
| Participation rate | 62.4% | 85.1%-22.7pp | 87.1%-24.7pp | 69.5%-7.1pp |
| Annual return | 18.13% | 21.01%-2.9pp | 1501.67%-1483.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,344 | $3,233-58.4% | $5,444-75.3% | $2,042-34.2% |
| Participant deferral / active EE | $3,825 | $4,797-20.3% | $6,568-41.8% | $3,169+20.7% |
| Admin fee / account holder | $90 | $551-83.8% | $11,282-99.2% | $479-81.3% |