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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,142 | $47,922-30.8% | $75,900-56.3% | $65,186-49.2% |
| Participation rate | 69.2% | 63.0%+6.2pp | 69.3%-0.1pp | 70.2%-1.0pp |
| Annual return | 17.86% | 24.12%-6.3pp | 30.73%-12.9pp | 29.39%-11.5pp |
| Employer contribution / active EE | $562 | $1,557-63.9% | $2,501-77.5% | $2,177-74.2% |
| Participant deferral / active EE | $1,680 | $2,550-34.1% | $3,604-53.4% | $3,514-52.2% |
| Admin fee / account holder | $52 | $532-90.3% | $5,421-99.0% | $847-93.9% |