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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,203 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,001 | $51,466+43.8% | $78,778-6.1% | $62,293+18.8% |
| Participation rate | 49.6% | 59.8%-10.2pp | 69.2%-19.6pp | 69.5%-19.9pp |
| Annual return | 18.19% | 19.96%-1.8pp | 35.62%-17.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,362 | $827+64.7% | $1,986-31.4% | $2,042-33.3% |
| Participant deferral / active EE | $2,893 | $2,147+34.7% | $2,958-2.2% | $3,169-8.7% |
| Admin fee / account holder | $14 | $489-97.1% | $5,134-99.7% | $479-97.1% |