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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $30,413 | $107,378-71.7% | $108,582-72.0% | $57,658-47.3% |
| Participation rate | 32.7% | 77.1%-44.4pp | 79.6%-46.9pp | 70.2%-37.5pp |
| Annual return | 11.68% | 12.80%-1.1pp | -51.70%+63.4pp | 5.13%+6.6pp |
| Employer contribution / active EE | $605 | $1,782-66.0% | $3,758-83.9% | $1,974-69.3% |
| Participant deferral / active EE | $1,263 | $3,221-60.8% | $4,311-70.7% | $3,061-58.7% |
| Admin fee / account holder | $109 | $108+0.7% | $7,645-98.6% | $95+15.6% |