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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
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 | $59,670 | $59,328+0.6% | $118,946-49.8% | $73,493-18.8% |
| Participation rate | 30.2% | 62.3%-32.1pp | 75.4%-45.2pp | 70.7%-40.4pp |
| Annual return | 21.07% | 19.13%+1.9pp | 35.89%-14.8pp | 28.51%-7.4pp |
| Employer contribution / active EE | $688 | $1,803-61.8% | $3,263-78.9% | $2,270-69.7% |
| Participant deferral / active EE | $1,551 | $2,604-40.4% | $4,266-63.6% | $3,740-58.5% |
| Admin fee / account holder | $20 | $600-96.7% | $6,581-99.7% | $513-96.1% |