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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,452 |
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 | $76,567 | $50,464+51.7% | $75,784+1.0% | $52,331+46.3% |
| Participation rate | 42.8% | 66.8%-24.0pp | 75.8%-33.1pp | 68.1%-25.4pp |
| Annual return | 0.21% | 1.03%-0.8pp | 9.68%-9.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $892 | $1,988-55.1% | $3,323-73.2% | $1,882-52.6% |
| Participant deferral / active EE | $2,638 | $2,570+2.6% | $3,652-27.8% | $3,022-12.7% |
| Admin fee / account holder | $63 | $1,103-94.3% | $5,300-98.8% | $592-89.4% |