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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $56,719 | $52,911+7.2% | $73,309-22.6% | $59,633-4.9% |
| Participation rate | 46.4% | 68.2%-21.8pp | 74.9%-28.5pp | 68.7%-22.2pp |
| Annual return | 0.07% | 12.20%-12.1pp | 5.67%-5.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,814 | $4,069-6.3% | $4,991-23.6% | $3,192+19.5% |
| Admin fee / account holder | $1 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |