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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $375 |
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.
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).
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 | $16,668 | $70,002-76.2% | $115,037-85.5% | $52,331-68.1% |
| Participation rate | 59.3% | 72.1%-12.8pp | 81.4%-22.1pp | 68.1%-8.8pp |
| Annual return | 50.42% | 4.04%+46.4pp | 26.14%+24.3pp | 4.54%+45.9pp |
| Employer contribution / active EE | $30 | $2,715-98.9% | $4,608-99.4% | $1,882-98.4% |
| Participant deferral / active EE | $5,651 | $4,920+14.9% | $6,026-6.2% | $3,022+87.0% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.6% |