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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,963 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,065 | $61,338-54.2% | $149,717-81.3% | $71,495-60.7% |
| Participation rate | 42.0% | 62.5%-20.5pp | 78.8%-36.8pp | 67.9%-25.9pp |
| Annual return | 16.32% | 35.86%-19.5pp | 134.41%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $225 | $2,381-90.6% | $4,820-95.3% | $2,589-91.3% |
| Participant deferral / active EE | $1,229 | $2,919-57.9% | $5,682-78.4% | $4,291-71.4% |
| Admin fee / account holder | $162 | $1,263-87.2% | $13,213-98.8% | $1,588-89.8% |