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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 | $55,470-54.5% | $155,556-83.8% | $74,478-66.1% |
| Participation rate | 50.9% | 61.9%-11.0pp | 78.2%-27.3pp | 67.2%-16.3pp |
| Annual return | 12.12% | 269.80%-257.7pp | 64.84%-52.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $593 | $2,267-73.8% | $4,675-87.3% | $2,626-77.4% |
| Participant deferral / active EE | $2,616 | $2,838-7.8% | $5,631-53.5% | $4,350-39.9% |
| Admin fee / account holder | $108 | $1,744-93.8% | $15,885-99.3% | $1,946-94.5% |