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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,340 | $62,715-3.8% | $104,301-42.1% | $66,938-9.9% |
| Participation rate | 26.5% | 59.6%-33.1pp | 73.3%-46.8pp | 69.8%-43.3pp |
| Annual return | -16.57% | -14.70%-1.9pp | 24.61%-41.2pp | 1.58%-18.1pp |
| Employer contribution / active EE | $703 | $1,976-64.4% | $3,373-79.2% | $2,545-72.4% |
| Participant deferral / active EE | $1,500 | $2,852-47.4% | $4,626-67.6% | $4,238-64.6% |
| Admin fee / account holder | $8 | $657-98.8% | $7,340-99.9% | $594-98.7% |