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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $30,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,251 | $36,916-23.5% | $156,551-82.0% | $57,658-51.0% |
| Participation rate | 47.3% | 63.4%-16.1pp | 84.0%-36.7pp | 70.2%-22.9pp |
| Annual return | 6.54% | 12.38%-5.8pp | 32.23%-25.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $926 | $1,571-41.0% | $5,501-83.2% | $1,974-53.1% |
| Participant deferral / active EE | $1,496 | $1,926-22.3% | $4,871-69.3% | $3,061-51.1% |
| Admin fee / account holder | $1 | $82-99.1% | $13,028-100.0% | $95-99.2% |