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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 46206 | Loan Processing | $6,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,637 | $60,165-79.0% | $74,184-83.0% | $55,167-77.1% |
| Participation rate | 20.5% | 74.2%-53.7pp | 76.6%-56.2pp | 69.0%-48.5pp |
| Annual return | 10.21% | 10.00%+0.2pp | 17.74%-7.5pp | 169.23%-159.0pp |
| Employer contribution / active EE | $157 | $1,600-90.2% | $2,370-93.4% | $1,963-92.0% |
| Participant deferral / active EE | $1,566 | $2,973-47.3% | $3,550-55.9% | $3,054-48.7% |
| Admin fee / account holder | $6 | $419-98.6% | $5,586-99.9% | $504-98.8% |