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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,705 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 16 · EIN 38-3123123 | Consulting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,291 | $53,412-63.9% | $68,509-71.8% | $52,331-63.1% |
| Participation rate | 56.8% | 71.7%-14.8pp | 74.7%-17.9pp | 68.1%-11.3pp |
| Annual return | -1.09% | 3.42%-4.5pp | 8.27%-9.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $179 | $1,607-88.9% | $2,278-92.1% | $1,882-90.5% |
| Participant deferral / active EE | $1,544 | $2,688-42.5% | $3,382-54.3% | $3,022-48.9% |
| Admin fee / account holder | $166 | $461-63.9% | $5,275-96.8% | $592-71.9% |