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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,243 |
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).
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 | $35,967 | $89,652-59.9% | $141,191-74.5% | $65,185-44.8% |
| Participation rate | 66.1% | 74.7%-8.6pp | 82.5%-16.4pp | 70.2%-4.1pp |
| Annual return | 70.43% | 32.79%+37.6pp | 71.41%-1.0pp | 29.38%+41.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,500 | $5,691+14.2% | $6,710-3.1% | $3,514+85.0% |
| Admin fee / account holder | $73 | $569-87.2% | $10,264-99.3% | $847-91.4% |