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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
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 | $28,035 | $91,537-69.4% | $130,045-78.4% | $75,173-62.7% |
| Participation rate | 58.6% | 71.5%-12.9pp | 78.5%-19.9pp | 67.2%-8.6pp |
| Annual return | 18.62% | -631.55%+650.2pp | -137.30%+155.9pp | 160.72%-142.1pp |
| Employer contribution / active EE | $2,219 | $2,845-22.0% | $4,321-48.6% | $2,671-16.9% |
| Participant deferral / active EE | $3,770 | $4,343-13.2% | $5,820-35.2% | $4,126-8.6% |
| Admin fee / account holder | $20 | $6,780-99.7% | $10,600-99.8% | $5,651-99.6% |