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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $26,195 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,203 | $31,424+8.8% | $81,473-58.0% | $69,631-50.9% |
| Participation rate | 31.6% | 50.8%-19.2pp | 68.0%-36.3pp | 70.7%-39.1pp |
| Annual return | 14.32% | 22.44%-8.1pp | 38.78%-24.5pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $72 | $1,029-93.0% | $2,568-97.2% | $2,032-96.5% |
| Participant deferral / active EE | $612 | $1,838-66.7% | $3,537-82.7% | $3,224-81.0% |
| Admin fee / account holder | $12 | $103-88.4% | $4,561-99.7% | $110-89.2% |