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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,327 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,091 | $48,576-40.1% | $169,452-82.8% | $56,287-48.3% |
| Participation rate | 42.2% | 65.8%-23.6pp | 77.8%-35.6pp | 69.9%-27.6pp |
| Annual return | -6.66% | -2.51%-4.2pp | 1.83%-8.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $573 | $1,559-63.3% | $4,157-86.2% | $2,111-72.9% |
| Participant deferral / active EE | $1,311 | $3,275-60.0% | $5,277-75.2% | $3,350-60.9% |
| Admin fee / account holder | $68 | $435-84.4% | $9,110-99.3% | $521-86.9% |