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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $988 |
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.
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 | $25,358 | $50,898-50.2% | $171,082-85.2% | $55,167-54.0% |
| Participation rate | 41.5% | 63.3%-21.8pp | 76.7%-35.2pp | 69.0%-27.5pp |
| Annual return | 12.42% | 15.34%-2.9pp | 32.56%-20.1pp | 169.23%-156.8pp |
| Employer contribution / active EE | $449 | $1,433-68.7% | $4,002-88.8% | $1,963-77.1% |
| Participant deferral / active EE | $996 | $2,994-66.7% | $4,797-79.2% | $3,054-67.4% |
| Admin fee / account holder | $11 | $500-97.8% | $8,520-99.9% | $504-97.8% |