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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,946 | $160,040-52.5% | $147,096-48.4% | $145,877-47.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 14.81% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,305 | $5,289-75.3% | $4,936-73.6% | $4,663-72.0% |
| Participant deferral / active EE | $11,316 | $8,429+34.3% | $8,071+40.2% | $6,691+69.1% |
| Admin fee / account holder | $147 | $15,050-99.0% | $13,005-98.9% | $13,402-98.9% |