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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 | $79,181+69.7% | $102,423+31.2% | $74,429+80.6% |
| Participation rate | 66.7% | 74.8%-8.1pp | 76.5%-9.8pp | 67.2%-0.5pp |
| Annual return | 12.68% | 54.97%-42.3pp | 29.42%-16.7pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $2,583 | $2,362+9.4% | $3,023-14.5% | $2,625-1.6% |
| Participant deferral / active EE | $6,517 | $4,416+47.6% | $5,054+28.9% | $4,348+49.9% |
| Admin fee / account holder | $25 | $2,002-98.7% | $9,455-99.7% | $1,944-98.7% |