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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
OLD NATIONAL TRUST COMPANY1+ years Service code 61 · EIN 35-1799335 | Finders' fees / placement fees | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,144 | $52,884-27.9% | $84,753-55.0% | $55,167-30.9% |
| Participation rate | 63.2% | 67.5%-4.4pp | 76.6%-13.4pp | 69.0%-5.8pp |
| Annual return | 8.47% | 18.03%-9.6pp | 22.78%-14.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $369 | $2,233-83.5% | $3,574-89.7% | $1,963-81.2% |
| Participant deferral / active EE | $1,847 | $2,644-30.1% | $3,712-50.2% | $3,054-39.5% |
| Admin fee / account holder | $14 | $581-97.6% | $5,333-99.7% | $504-97.2% |