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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $244 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,215 | $155,795-87.0% | $136,298-85.2% | $69,631-71.0% |
| Participation rate | 46.3% | 75.2%-28.9pp | 81.9%-35.6pp | 70.7%-24.4pp |
| Annual return | 40.13% | 232464.33%-232424.2pp | 5156.27%-5116.1pp | 27571.02%-27530.9pp |
| Employer contribution / active EE | $373 | $2,991-87.5% | $4,696-92.1% | $2,032-81.6% |
| Participant deferral / active EE | $2,762 | $5,394-48.8% | $6,247-55.8% | $3,224-14.3% |
| Admin fee / account holder | $1 | $128-99.1% | $9,244-100.0% | $110-99.0% |