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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,163 |
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 | $19,917 | $85,171-76.6% | $172,753-88.5% | $72,976-72.7% |
| Participation rate | 64.2% | 70.1%-5.9pp | 82.6%-18.4pp | 69.5%-5.3pp |
| Annual return | 22.99% | 27.32%-4.3pp | 803.00%-780.0pp | 81.02%-58.0pp |
| Employer contribution / active EE | $1,850 | $3,324-44.3% | $5,144-64.0% | $2,440-24.2% |
| Participant deferral / active EE | $2,525 | $3,260-22.5% | $5,198-51.4% | $3,608-30.0% |
| Admin fee / account holder | $151 | $5,880-97.4% | $13,956-98.9% | $5,124-97.1% |