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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $24,378 |
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).
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 | $27,275 | $42,548-35.9% | $74,551-63.4% | $56,289-51.5% |
| Participation rate | 44.7% | 60.5%-15.8pp | 69.1%-24.4pp | 69.9%-25.1pp |
| Annual return | -4.30% | 12.40%-16.7pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $340 | $855-60.2% | $1,961-82.6% | $2,111-83.9% |
| Participant deferral / active EE | $1,617 | $2,277-29.0% | $3,108-48.0% | $3,350-51.7% |
| Admin fee / account holder | $5 | $467-99.0% | $5,059-99.9% | $521-99.1% |