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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,472 | $70,002-56.5% | $115,038-73.5% | $52,331-41.8% |
| Participation rate | 65.4% | 72.1%-6.7pp | 81.4%-16.0pp | 68.1%-2.7pp |
| Annual return | -0.78% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,067 | $2,715-23.9% | $4,608-55.1% | $1,882+9.9% |
| Participant deferral / active EE | $3,415 | $4,920-30.6% | $6,026-43.3% | $3,022+13.0% |
| Admin fee / account holder | $54 | $566-90.5% | $8,175-99.3% | $592-90.9% |