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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,365 | $38,969+98.5% | $109,313-29.2% | $55,167+40.2% |
| Participation rate | 30.9% | 58.2%-27.4pp | 71.3%-40.4pp | 69.0%-38.1pp |
| Annual return | 6.63% | 8.26%-1.6pp | 22.07%-15.4pp | 169.23%-162.6pp |
| Employer contribution / active EE | $159 | $1,227-87.0% | $3,892-95.9% | $1,963-91.9% |
| Participant deferral / active EE | $1,228 | $2,176-43.6% | $3,166-61.2% | $3,054-59.8% |
| Admin fee / account holder | $2 | $501-99.7% | $5,666-100.0% | $504-99.7% |