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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,950 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,670 | $44,714-24.7% | $91,225-63.1% | $66,938-49.7% |
| Participation rate | 64.2% | 65.0%-0.8pp | 73.2%-9.0pp | 69.8%-5.6pp |
| Annual return | -15.31% | -12.25%-3.1pp | 114.12%-129.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $195 | $1,710-88.6% | $2,851-93.2% | $2,545-92.3% |
| Participant deferral / active EE | $1,803 | $3,355-46.3% | $4,233-57.4% | $4,238-57.5% |
| Admin fee / account holder | $48 | $521-90.9% | $5,422-99.1% | $594-92.0% |