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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,231 |
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 | $57,407 | $39,909+43.8% | $78,775-27.1% | $80,976-29.1% |
| Participation rate | 68.1% | 55.7%+12.3pp | 69.2%-1.1pp | 68.3%-0.2pp |
| Annual return | 15.79% | 23.47%-7.7pp | 35.62%-19.8pp | 22.91%-7.1pp |
| Employer contribution / active EE | $1,512 | $778+94.4% | $1,986-23.8% | $2,402-37.1% |
| Participant deferral / active EE | $1,849 | $1,359+36.0% | $2,958-37.5% | $3,848-52.0% |
| Admin fee / account holder | $5 | $50-89.5% | $5,132-99.9% | $67-92.3% |