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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,907 |
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.
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 | $103,437 | $52,467+97.1% | $57,196+80.8% | $55,167+87.5% |
| Participation rate | 54.5% | 75.8%-21.3pp | 75.3%-20.8pp | 69.0%-14.4pp |
| Annual return | 7.80% | 7.72%+0.1pp | 14.59%-6.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,184 | $2,830+118.5% | $3,096+99.7% | $3,054+102.5% |
| Admin fee / account holder | $31 | $269-88.5% | $3,141-99.0% | $504-93.9% |