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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $18,292 |
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 | $29,369 | $50,643-42.0% | $106,619-72.5% | $55,167-46.8% |
| Participation rate | 55.9% | 65.6%-9.6pp | 78.0%-22.1pp | 69.0%-13.1pp |
| Annual return | 8.75% | 7.02%+1.7pp | 9.42%-0.7pp | 169.23%-160.5pp |
| Employer contribution / active EE | $998 | $1,626-38.6% | $3,947-74.7% | $1,963-49.2% |
| Participant deferral / active EE | $1,599 | $2,208-27.6% | $3,930-59.3% | $3,054-47.7% |
| Admin fee / account holder | $1 | $488-99.8% | $6,418-100.0% | $504-99.9% |