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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $21,223 | $36,916-42.5% | $156,551-86.4% | $57,658-63.2% |
| Participation rate | 28.4% | 63.4%-35.0pp | 84.0%-55.6pp | 70.2%-41.8pp |
| Annual return | -1.58% | 12.38%-14.0pp | 32.23%-33.8pp | 5.13%-6.7pp |
| Employer contribution / active EE | $235 | $1,571-85.1% | $5,501-95.7% | $1,974-88.1% |
| Participant deferral / active EE | $785 | $1,926-59.2% | $4,871-83.9% | $3,061-74.4% |
| Admin fee / account holder | $23 | $82-71.6% | $13,028-99.8% | $95-75.2% |