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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,557 | $70,917-27.3% | $98,916-47.9% | $73,493-29.8% |
| Participation rate | 52.1% | 73.8%-21.7pp | 76.0%-24.0pp | 70.7%-18.6pp |
| Annual return | 18.72% | 34.18%-15.5pp | 196.45%-177.7pp | 28.51%-9.8pp |
| Employer contribution / active EE | $854 | $2,037-58.1% | $2,689-68.2% | $2,270-62.4% |
| Participant deferral / active EE | $2,695 | $3,501-23.0% | $4,245-36.5% | $3,740-27.9% |
| Admin fee / account holder | $16 | $535-97.0% | $6,642-99.8% | $513-96.9% |