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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,531 |
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 | $65,340 | $72,303-9.6% | $86,698-24.6% | $64,824+0.8% |
| Participation rate | 64.2% | 80.4%-16.3pp | 76.6%-12.4pp | 71.5%-7.3pp |
| Annual return | -12.93% | 392.77%-405.7pp | 35.96%-48.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $1,141 | $2,393-52.3% | $2,837-59.8% | $2,507-54.5% |
| Participant deferral / active EE | $3,132 | $4,660-32.8% | $4,656-32.7% | $4,311-27.4% |
| Admin fee / account holder | $124 | $174-28.6% | $7,492-98.3% | $188-33.9% |