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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,685 |
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.
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 | $19,276 | $52,961-63.6% | $172,752-88.8% | $65,185-70.4% |
| Participation rate | 54.9% | 66.2%-11.3pp | 82.6%-27.7pp | 70.2%-15.3pp |
| Annual return | 23.02% | 30.12%-7.1pp | 802.97%-780.0pp | 29.38%-6.4pp |
| Employer contribution / active EE | $181 | $2,190-91.7% | $5,144-96.5% | $2,177-91.7% |
| Participant deferral / active EE | $1,068 | $2,471-56.8% | $5,198-79.5% | $3,514-69.6% |
| Admin fee / account holder | $96 | $472-79.7% | $13,955-99.3% | $847-88.7% |