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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,098 | $31,388-58.3% | $73,550-82.2% | $62,293-79.0% |
| Participation rate | 23.7% | 39.9%-16.2pp | 54.9%-31.2pp | 69.5%-45.8pp |
| Annual return | 17.31% | 25.34%-8.0pp | -15.16%+32.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $206 | $498-58.6% | $1,219-83.1% | $2,042-89.9% |
| Participant deferral / active EE | $782 | $1,028-24.0% | $1,804-56.7% | $3,169-75.3% |
| Admin fee / account holder | $8 | $299-97.3% | $2,320-99.7% | $479-98.3% |