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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,475 |
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).
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 | $32,863 | $40,522-18.9% | $84,623-61.2% | $67,579-51.4% |
| Participation rate | 8.7% | 51.1%-42.4pp | 68.2%-59.5pp | 71.3%-62.6pp |
| Annual return | 23.64% | 32.72%-9.1pp | 258.77%-235.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $217 | $1,146-81.1% | $2,652-91.8% | $2,148-89.9% |
| Participant deferral / active EE | $357 | $2,132-83.2% | $3,899-90.8% | $3,539-89.9% |
| Admin fee / account holder | $33 | $145-77.4% | $4,913-99.3% | $142-77.0% |