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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,284 | $38,963+29.1% | $71,793-30.0% | $329,111-84.7% |
| Participation rate | 67.7% | 53.8%+14.0pp | 69.1%-1.4pp | 67.9%-0.1pp |
| Annual return | -1.00% | 9.85%-10.9pp | 78.04%-79.0pp | 16.35%-17.4pp |
| Employer contribution / active EE | $1,470 | $758+94.0% | $1,924-23.6% | $2,303-36.2% |
| Participant deferral / active EE | $1,720 | $1,286+33.7% | $2,794-38.5% | $3,682-53.3% |
| Admin fee / account holder | $6 | $50-89.1% | $4,815-99.9% | $754-99.3% |