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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,587 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,002 | $89,739-69.9% | $149,721-82.0% | $62,293-56.7% |
| Participation rate | 42.6% | 85.1%-42.5pp | 87.1%-44.4pp | 69.5%-26.9pp |
| Annual return | 36.89% | 21.01%+15.9pp | 1501.67%-1464.8pp | 28.90%+8.0pp |
| Employer contribution / active EE | $541 | $3,233-83.3% | $5,444-90.1% | $2,042-73.5% |
| Participant deferral / active EE | $2,700 | $4,797-43.7% | $6,568-58.9% | $3,169-14.8% |
| Admin fee / account holder | $28 | $551-95.0% | $11,282-99.8% | $479-94.3% |