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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,044 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,133 | $71,666-6.3% | $117,861-43.0% | $69,631-3.6% |
| Participation rate | 53.4% | 77.5%-24.1pp | 79.7%-26.3pp | 70.7%-17.3pp |
| Annual return | 14.92% | 18.86%-3.9pp | 335.11%-320.2pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $481 | $1,889-74.5% | $3,786-87.3% | $2,032-76.3% |
| Participant deferral / active EE | $3,230 | $3,340-3.3% | $4,482-27.9% | $3,224+0.2% |
| Admin fee / account holder | $17 | $120-86.2% | $8,021-99.8% | $110-84.9% |