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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 | $159,934-52.5% | $147,005-48.3% | $145,959-48.0% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 14.81% | 98.24%-83.4pp | 418.76%-404.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,305 | $5,287-75.3% | $4,934-73.6% | $4,661-72.0% |
| Participant deferral / active EE | $11,316 | $8,427+34.3% | $8,070+40.2% | $6,689+69.2% |
| Admin fee / account holder | $147 | $15,053-99.0% | $13,006-98.9% | $13,398-98.9% |