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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,285 |
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).
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 | $44,909 | $48,576-7.5% | $169,452-73.5% | $56,287-20.2% |
| Participation rate | 66.4% | 65.8%+0.5pp | 77.8%-11.4pp | 69.9%-3.5pp |
| Annual return | -5.83% | -2.51%-3.3pp | 1.83%-7.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $708 | $1,559-54.6% | $4,157-83.0% | $2,111-66.5% |
| Participant deferral / active EE | $4,534 | $3,275+38.5% | $5,277-14.1% | $3,350+35.4% |
| Admin fee / account holder | $43 | $435-90.0% | $9,110-99.5% | $521-91.7% |