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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,847 |
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 | $134,385 | $79,223+69.6% | $102,460+31.2% | $74,478+80.4% |
| Participation rate | 66.7% | 74.8%-8.1pp | 76.5%-9.8pp | 67.2%-0.6pp |
| Annual return | 12.68% | 54.98%-42.3pp | 29.47%-16.8pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $2,583 | $2,363+9.3% | $3,025-14.6% | $2,626-1.6% |
| Participant deferral / active EE | $6,517 | $4,417+47.5% | $5,056+28.9% | $4,350+49.8% |
| Admin fee / account holder | $25 | $2,003-98.7% | $9,460-99.7% | $1,946-98.7% |