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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $12,095 |
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).
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 | $34,900 | $38,365-9.0% | $84,628-58.8% | $65,185-46.5% |
| Participation rate | 18.6% | 55.7%-37.0pp | 68.2%-49.6pp | 70.2%-51.6pp |
| Annual return | 22.21% | 32.00%-9.8pp | 258.80%-236.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $317 | $1,258-74.8% | $2,653-88.1% | $2,177-85.4% |
| Participant deferral / active EE | $641 | $2,278-71.9% | $3,900-83.6% | $3,514-81.8% |
| Admin fee / account holder | $2 | $451-99.6% | $4,914-100.0% | $847-99.8% |