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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $250 |
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 | $13,107 | $28,109-53.4% | $71,086-81.6% | $56,287-76.7% |
| Participation rate | 30.5% | 40.4%-9.9pp | 54.7%-24.2pp | 69.9%-39.4pp |
| Annual return | -7.80% | -615.05%+607.3pp | 650.59%-658.4pp | -9.96%+2.2pp |
| Employer contribution / active EE | $445 | $558-20.3% | $1,088-59.1% | $2,111-78.9% |
| Participant deferral / active EE | $1,184 | $1,116+6.1% | $1,874-36.8% | $3,350-64.7% |
| Admin fee / account holder | $3 | $585-99.5% | $3,082-99.9% | $521-99.4% |