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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $65,564 | $73,638-11.0% | $108,405-39.5% | $79,389-17.4% |
| Participation rate | 60.0% | 77.4%-17.4pp | 80.1%-20.1pp | 70.7%-10.7pp |
| Annual return | 16.66% | 33.27%-16.6pp | 905.55%-888.9pp | 116.89%-100.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $8,360 | $6,218+34.4% | $6,563+27.4% | $4,046+106.6% |
| Admin fee / account holder | $147 | $638-77.0% | $7,297-98.0% | $626-76.5% |