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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,861 | $99,994-67.1% | $146,643-77.6% | $85,847-61.7% |
| Participation rate | 58.2% | 73.1%-14.8pp | 80.1%-21.8pp | 69.3%-11.1pp |
| Annual return | 15.44% | 18.93%-3.5pp | 22.75%-7.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $1,998 | $2,559-21.9% | $4,137-51.7% | $2,565-22.1% |
| Participant deferral / active EE | $2,958 | $4,006-26.2% | $5,506-46.3% | $3,952-25.2% |
| Admin fee / account holder | $17 | $7,703-99.8% | $10,280-99.8% | $6,261-99.7% |