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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,725 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,148 | $67,606+6.7% | $82,313-12.3% | $70,131+2.9% |
| Participation rate | 47.4% | 72.8%-25.3pp | 76.9%-29.5pp | 69.5%-22.1pp |
| Annual return | 18.87% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,582 | $2,987+19.9% | $3,706-3.3% | $3,332+7.5% |
| Admin fee / account holder | $38 | $4,512-99.2% | $5,608-99.3% | $4,645-99.2% |