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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,294 |
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).
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 | $15,795 | $28,416-44.4% | $73,545-78.5% | $69,631-77.3% |
| Participation rate | 30.6% | 38.3%-7.8pp | 54.9%-24.4pp | 70.7%-40.1pp |
| Annual return | 18.08% | -694.13%+712.2pp | -15.16%+33.2pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $221 | $430-48.6% | $1,219-81.9% | $2,032-89.1% |
| Participant deferral / active EE | $931 | $897+3.7% | $1,806-48.5% | $3,224-71.1% |
| Admin fee / account holder | $19 | $104-81.6% | $2,320-99.2% | $110-82.6% |