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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,793 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,322 | $43,411-30.2% | $94,993-68.1% | $69,631-56.5% |
| Participation rate | 30.1% | 64.4%-34.4pp | 73.9%-43.8pp | 70.7%-40.6pp |
| Annual return | 23.45% | 22.54%+0.9pp | 27.14%-3.7pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $237 | $1,202-80.3% | $2,603-90.9% | $2,032-88.3% |
| Participant deferral / active EE | $1,036 | $2,384-56.5% | $3,317-68.8% | $3,224-67.9% |
| Admin fee / account holder | $41 | $87-52.6% | $4,960-99.2% | $110-62.5% |