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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $65,039 | $56,443+15.2% | $83,831-22.4% | $55,725+16.7% |
| Participation rate | 44.4% | 72.0%-27.6pp | 76.1%-31.7pp | 70.9%-26.4pp |
| Annual return | -6.83% | 393.67%-400.5pp | 850.99%-857.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $1,293 | $2,682-51.8% | $3,631-64.4% | $2,078-37.8% |
| Participant deferral / active EE | $2,941 | $2,965-0.8% | $4,082-27.9% | $3,356-12.3% |
| Admin fee / account holder | $93 | $156-40.7% | $5,479-98.3% | $115-19.5% |