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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,051 | $35,986+172.5% | $77,552+26.4% | $73,497+33.4% |
| Participation rate | 7.1% | 40.8%-33.7pp | 54.2%-47.1pp | 70.7%-63.6pp |
| Annual return | 16.15% | 19.26%-3.1pp | 54.82%-38.7pp | 28.51%-12.4pp |
| Employer contribution / active EE | $207 | $557-62.8% | $987-79.0% | $2,270-90.9% |
| Participant deferral / active EE | $261 | $1,198-78.2% | $1,861-86.0% | $3,740-93.0% |
| Admin fee / account holder | $19 | $466-95.9% | $2,859-99.3% | $513-96.3% |