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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,521 | $80,753-85.7% | $136,298-91.5% | $62,293-81.5% |
| Participation rate | 41.7% | 73.5%-31.8pp | 81.9%-40.2pp | 69.5%-27.8pp |
| Annual return | 40.77% | 35.83%+4.9pp | 5156.27%-5115.5pp | 28.90%+11.9pp |
| Employer contribution / active EE | $1,196 | $2,884-58.5% | $4,696-74.5% | $2,042-41.4% |
| Participant deferral / active EE | $2,475 | $5,164-52.1% | $6,247-60.4% | $3,169-21.9% |
| Admin fee / account holder | $47 | $525-91.1% | $9,244-99.5% | $479-90.3% |