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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,898 | $79,003+1.1% | $100,398-20.4% | $74,400+7.4% |
| Participation rate | 65.6% | 79.5%-13.9pp | 81.5%-15.9pp | 67.2%-1.6pp |
| Annual return | 17.76% | 20.62%-2.9pp | 49.32%-31.6pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $16,903 | $7,752+118.1% | $8,084+109.1% | $4,348+288.7% |
| Admin fee / account holder | $169 | $1,331-87.3% | $7,893-97.9% | $1,944-91.3% |