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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,626 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,934 | $99,168-33.5% | $96,534-31.7% | $74,460-11.5% |
| Participation rate | 63.1% | 80.7%-17.6pp | 76.0%-12.9pp | 70.7%-7.6pp |
| Annual return | 4.99% | 22.40%-17.4pp | 25.88%-20.9pp | 34.38%-29.4pp |
| Employer contribution / active EE | $1,177 | $2,570-54.2% | $2,965-60.3% | $2,638-55.4% |
| Participant deferral / active EE | $3,181 | $4,936-35.6% | $4,851-34.4% | $4,530-29.8% |
| Admin fee / account holder | $113 | $225-49.8% | $8,253-98.6% | $348-67.5% |