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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,435 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $42,999 |
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 | $73,935 | $47,180+56.7% | $149,723-50.6% | $74,473-0.7% |
| Participation rate | 66.4% | 63.4%+3.0pp | 78.8%-12.4pp | 70.7%-4.4pp |
| Annual return | 16.84% | 22.75%-5.9pp | 134.50%-117.7pp | 34.36%-17.5pp |
| Employer contribution / active EE | $2,049 | $1,907+7.4% | $4,821-57.5% | $2,638-22.3% |
| Participant deferral / active EE | $4,336 | $2,730+58.8% | $5,682-23.7% | $4,530-4.3% |
| Admin fee / account holder | $268 | $343-22.0% | $13,215-98.0% | $347-22.9% |