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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,858 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,211 | $55,214-27.2% | $104,607-61.6% | $73,488-45.3% |
| Participation rate | 59.5% | 67.8%-8.4pp | 74.1%-14.6pp | 70.7%-11.2pp |
| Annual return | 17.21% | 24.79%-7.6pp | 340.46%-323.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $112 | $1,468-92.4% | $2,681-95.8% | $2,270-95.1% |
| Participant deferral / active EE | $1,686 | $2,925-42.3% | $3,740-54.9% | $3,740-54.9% |
| Admin fee / account holder | $66 | $424-84.5% | $6,473-99.0% | $513-87.2% |