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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,164 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,646 | $52,293-16.5% | $178,498-75.5% | $73,412-40.5% |
| Participation rate | 29.0% | 65.3%-36.3pp | 81.9%-52.9pp | 72.2%-43.1pp |
| Annual return | 6.02% | 34.75%-28.7pp | 151.09%-145.1pp | 59.30%-53.3pp |
| Employer contribution / active EE | $299 | $1,735-82.8% | $5,011-94.0% | $2,234-86.6% |
| Participant deferral / active EE | $1,095 | $2,332-53.0% | $5,202-78.9% | $3,806-71.2% |
| Admin fee / account holder | $30 | $127-76.6% | $13,985-99.8% | $158-81.1% |