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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,851 |
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 | $40,130 | $64,286-37.6% | $106,387-62.3% | $55,725-28.0% |
| Participation rate | 31.9% | 75.2%-43.3pp | 77.5%-45.6pp | 70.9%-39.0pp |
| Annual return | 0.00% | 0.84%-0.8pp | 0.25%-0.3pp | 244.93%-244.9pp |
| Employer contribution / active EE | $406 | $2,367-82.9% | $3,520-88.5% | $2,078-80.5% |
| Participant deferral / active EE | $2,052 | $4,158-50.6% | $5,421-62.1% | $3,356-38.8% |
| Admin fee / account holder | $72 | $102-30.1% | $7,510-99.0% | $115-37.9% |