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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,490 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,298 | $155,795-85.0% | $136,298-82.9% | $69,631-66.5% |
| Participation rate | 49.0% | 75.2%-26.2pp | 81.9%-32.9pp | 70.7%-21.7pp |
| Annual return | 71.63% | 232464.33%-232392.7pp | 5156.27%-5084.6pp | 27571.02%-27499.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,337 | $5,394-1.1% | $6,247-14.6% | $3,224+65.5% |
| Admin fee / account holder | $56 | $128-56.5% | $9,244-99.4% | $110-49.5% |