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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,062 | $79,955+31.4% | $98,450+6.7% | $75,181+39.7% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.2%-75.2pp | 67.2%-67.2pp |
| Annual return | 22.15% | 19.75%+2.4pp | 21.16%+1.0pp | 160.69%-138.5pp |
| Employer contribution / active EE | $4,488 | $2,264+98.2% | $3,049+47.2% | $2,671+68.1% |
| Participant deferral / active EE | $21,045 | $3,752+460.8% | $4,739+344.1% | $4,126+410.1% |
| Admin fee / account holder | $136 | $6,841-98.0% | $8,961-98.5% | $5,650-97.6% |