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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,105 | $41,647+85.1% | $96,171-19.8% | $86,821-11.2% |
| Participation rate | 38.0% | 50.3%-12.3pp | 68.4%-30.4pp | 72.3%-34.3pp |
| Annual return | 13.43% | 27.24%-13.8pp | 192.04%-178.6pp | 97.94%-84.5pp |
| Employer contribution / active EE | $1,061 | $1,328-20.1% | $2,799-62.1% | $2,406-55.9% |
| Participant deferral / active EE | $5,728 | $2,412+137.4% | $4,350+31.7% | $4,132+38.6% |
| Admin fee / account holder | $112 | $169-33.7% | $5,538-98.0% | $170-33.8% |