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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,984 | $47,766+2.5% | $82,744-40.8% | $64,819-24.4% |
| Participation rate | 63.2% | 67.7%-4.4pp | 72.6%-9.3pp | 71.5%-8.2pp |
| Annual return | -9.21% | -13.06%+3.8pp | 702.22%-711.4pp | 32.84%-42.1pp |
| Employer contribution / active EE | $2,532 | $2,182+16.1% | $3,008-15.8% | $2,507+1.0% |
| Participant deferral / active EE | $9,336 | $3,332+180.2% | $4,395+112.4% | $4,311+116.6% |
| Admin fee / account holder | $220 | $143+53.9% | $5,325-95.9% | $188+17.1% |