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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,406 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,359 | $44,229-38.1% | $155,790-82.4% | $55,191-50.4% |
| Participation rate | 19.4% | 60.8%-41.4pp | 76.1%-56.7pp | 69.2%-49.8pp |
| Annual return | -0.98% | 0.37%-1.4pp | 71.54%-72.5pp | 10.78%-11.8pp |
| Employer contribution / active EE | $384 | $1,317-70.8% | $3,836-90.0% | $1,899-79.8% |
| Participant deferral / active EE | $694 | $2,851-75.7% | $4,797-85.5% | $3,046-77.2% |
| Admin fee / account holder | $80 | $86-7.4% | $7,478-98.9% | $91-12.0% |