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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,332 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,165 | $88,324-68.1% | $115,037-75.5% | $55,191-49.0% |
| Participation rate | 53.3% | 72.5%-19.3pp | 81.4%-28.1pp | 69.2%-15.9pp |
| Annual return | 5.11% | 6.30%-1.2pp | 26.14%-21.0pp | 10.78%-5.7pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,303 | $5,042+44.8% | $6,026+21.2% | $3,046+139.7% |
| Admin fee / account holder | $26 | $105-75.7% | $8,175-99.7% | $91-71.7% |