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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $181 |
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 | $37,262 | $56,640-34.2% | $78,002-52.2% | $55,167-32.5% |
| Participation rate | 52.9% | 73.3%-20.4pp | 75.5%-22.6pp | 69.0%-16.0pp |
| Annual return | 14.86% | 2868.48%-2853.6pp | 425.99%-411.1pp | 169.23%-154.4pp |
| Employer contribution / active EE | $1,633 | $1,724-5.2% | $2,470-33.9% | $1,963-16.8% |
| Participant deferral / active EE | $4,612 | $2,778+66.0% | $3,497+31.9% | $3,054+51.0% |
| Admin fee / account holder | $2 | $467-99.6% | $5,481-100.0% | $504-99.7% |