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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,687 |
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 | $25,221 | $55,472-54.5% | $155,567-83.8% | $74,546-66.2% |
| Participation rate | 50.9% | 61.9%-11.0pp | 78.2%-27.3pp | 67.2%-16.3pp |
| Annual return | 12.12% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $593 | $2,269-73.9% | $4,674-87.3% | $2,624-77.4% |
| Participant deferral / active EE | $2,616 | $2,838-7.8% | $5,628-53.5% | $4,347-39.8% |
| Admin fee / account holder | $108 | $1,743-93.8% | $15,916-99.3% | $1,944-94.5% |