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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,178 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $9,656 |
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 | $52,206 | $47,922+8.9% | $75,894-31.2% | $65,185-19.9% |
| Participation rate | 32.2% | 63.0%-30.8pp | 69.3%-37.1pp | 70.2%-38.0pp |
| Annual return | 20.39% | 24.12%-3.7pp | 30.76%-10.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $185 | $1,557-88.1% | $2,501-92.6% | $2,177-91.5% |
| Participant deferral / active EE | $1,343 | $2,550-47.3% | $3,603-62.7% | $3,514-61.8% |
| Admin fee / account holder | $284 | $532-46.6% | $5,420-94.8% | $847-66.5% |