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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,651 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $11,422 |
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 | $41,178 | $93,182-55.8% | $146,643-71.9% | $79,391-48.1% |
| Participation rate | 63.9% | 76.4%-12.5pp | 80.1%-16.2pp | 70.7%-6.8pp |
| Annual return | 17.13% | 21.61%-4.5pp | 22.75%-5.6pp | 116.88%-99.8pp |
| Employer contribution / active EE | $2,694 | $2,420+11.3% | $4,137-34.9% | $2,428+11.0% |
| Participant deferral / active EE | $4,307 | $4,169+3.3% | $5,506-21.8% | $4,046+6.5% |
| Admin fee / account holder | $281 | $585-51.9% | $10,280-97.3% | $627-55.1% |