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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $120,869 | $88,982+35.8% | $102,438+18.0% | $77,671+55.6% |
| Participation rate | 32.8% | 80.9%-48.1pp | 76.5%-43.7pp | 70.6%-37.8pp |
| Annual return | 15.65% | 25.01%-9.4pp | 29.37%-13.7pp | 31.21%-15.6pp |
| Employer contribution / active EE | $1,415 | $2,698-47.5% | $3,024-53.2% | $2,726-48.1% |
| Participant deferral / active EE | $2,315 | $5,144-55.0% | $5,054-54.2% | $4,648-50.2% |
| Admin fee / account holder | $54 | $236-77.1% | $9,448-99.4% | $430-87.5% |