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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $156 |
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).
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 | $25,636 | $32,425-20.9% | $74,577-65.6% | $55,167-53.5% |
| Participation rate | 66.9% | 54.0%+12.9pp | 68.1%-1.3pp | 69.0%-2.1pp |
| Annual return | 11.79% | 10.63%+1.2pp | 20.47%-8.7pp | 169.23%-157.4pp |
| Employer contribution / active EE | $1,237 | $1,043+18.6% | $2,525-51.0% | $1,963-37.0% |
| Participant deferral / active EE | $2,254 | $1,995+13.0% | $3,458-34.8% | $3,054-26.2% |
| Admin fee / account holder | $24 | $748-96.7% | $4,138-99.4% | $504-95.2% |