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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,125 |
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 | $30,726 | $63,924-51.9% | $108,582-71.7% | $55,167-44.3% |
| Participation rate | 51.1% | 74.3%-23.3pp | 79.6%-28.5pp | 69.0%-17.9pp |
| Annual return | 274.62% | 15.31%+259.3pp | -51.70%+326.3pp | 169.23%+105.4pp |
| Employer contribution / active EE | $438 | $1,879-76.7% | $3,758-88.4% | $1,963-77.7% |
| Participant deferral / active EE | $1,731 | $3,067-43.6% | $4,311-59.9% | $3,054-43.3% |
| Admin fee / account holder | $49 | $618-92.0% | $7,645-99.4% | $504-90.2% |