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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $28,143 |
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).
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 | $64,285 | $46,732+37.6% | $156,551-58.9% | $55,167+16.5% |
| Participation rate | 68.6% | 65.8%+2.8pp | 84.0%-15.4pp | 69.0%-0.4pp |
| Annual return | 14.54% | 17.72%-3.2pp | 32.23%-17.7pp | 169.23%-154.7pp |
| Employer contribution / active EE | $2,081 | $2,105-1.1% | $5,501-62.2% | $1,963+6.0% |
| Participant deferral / active EE | $1,867 | $2,204-15.3% | $4,871-61.7% | $3,054-38.9% |
| Admin fee / account holder | $2 | $418-99.4% | $13,028-100.0% | $504-99.5% |