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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,369 |
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 | $20,678 | $51,620-59.9% | $90,304-77.1% | $65,185-68.3% |
| Participation rate | 65.9% | 68.6%-2.8pp | 73.3%-7.4pp | 70.2%-4.3pp |
| Annual return | 50.06% | 24.94%+25.1pp | 78.13%-28.1pp | 29.38%+20.7pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,855-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,413 | $2,871+88.6% | $3,885+39.3% | $3,514+54.0% |
| Admin fee / account holder | $9 | $384-97.7% | $5,354-99.8% | $847-99.0% |