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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $21,628 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,628 | $42,546-42.1% | $71,796-65.7% | $55,167-55.4% |
| Participation rate | 36.5% | 59.1%-22.6pp | 69.1%-32.6pp | 69.0%-32.5pp |
| Annual return | 6.72% | 12.36%-5.6pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $247 | $803-69.2% | $1,924-87.2% | $1,963-87.4% |
| Participant deferral / active EE | $1,367 | $2,064-33.8% | $2,794-51.1% | $3,054-55.2% |
| Admin fee / account holder | $4 | $650-99.4% | $4,815-99.9% | $504-99.2% |