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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $12,529 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,279 | $31,424+25.0% | $81,473-51.8% | $69,631-43.6% |
| Participation rate | 17.5% | 50.8%-33.3pp | 68.0%-50.5pp | 70.7%-53.2pp |
| Annual return | 18.06% | 22.44%-4.4pp | 38.78%-20.7pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $266 | $1,029-74.2% | $2,568-89.6% | $2,032-86.9% |
| Participant deferral / active EE | $515 | $1,838-72.0% | $3,537-85.4% | $3,224-84.0% |
| Admin fee / account holder | $2 | $103-98.1% | $4,561-100.0% | $110-98.2% |