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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,193 | $76,551-42.3% | $123,894-64.3% | $62,881-29.7% |
| Participation rate | 69.0% | 73.0%-4.0pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | 7.29% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,937 | $2,882-32.8% | $4,617-58.0% | $2,281-15.1% |
| Participant deferral / active EE | $4,879 | $4,840+0.8% | $5,984-18.5% | $3,203+52.3% |
| Admin fee / account holder | $3 | $4,826-99.9% | $8,357-100.0% | $4,296-99.9% |