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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,029 | $89,123-20.3% | $102,460-30.7% | $77,762-8.7% |
| Participation rate | 62.4% | 80.9%-18.5pp | 76.5%-14.1pp | 70.6%-8.2pp |
| Annual return | 15.29% | 25.05%-9.8pp | 29.47%-14.2pp | 31.27%-16.0pp |
| Employer contribution / active EE | $1,191 | $2,700-55.9% | $3,025-60.6% | $2,728-56.3% |
| Participant deferral / active EE | $3,492 | $5,148-32.2% | $5,056-30.9% | $4,651-24.9% |
| Admin fee / account holder | $121 | $236-48.8% | $9,460-98.7% | $433-72.1% |