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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,506 |
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 | $85,451 | $98,760-13.5% | $149,715-42.9% | $79,858+7.0% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.5%-15.1pp | 69.6%-2.3pp |
| Annual return | 22.03% | 27.43%-5.4pp | 276.66%-254.6pp | 31.72%-9.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,053 | $5,681+77.0% | $6,842+46.9% | $3,740+168.8% |
| Admin fee / account holder | $25 | $6,053-99.6% | $9,310-99.7% | $5,306-99.5% |