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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
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 | $65,380 | $86,692-24.6% | $119,634-45.4% | $66,949-2.3% |
| Participation rate | 48.0% | 75.6%-27.6pp | 79.3%-31.2pp | 69.8%-21.8pp |
| Annual return | -7.97% | -8.00%0pp | -14.98%+7.0pp | 1.57%-9.5pp |
| Employer contribution / active EE | $1,718 | $2,536-32.3% | $4,232-59.4% | $2,545-32.5% |
| Participant deferral / active EE | $3,807 | $4,360-12.7% | $5,601-32.0% | $4,239-10.2% |
| Admin fee / account holder | $11 | $755-98.5% | $10,329-99.9% | $594-98.1% |