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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,031 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,638 | $43,233-24.5% | $185,117-82.4% | $77,958-58.1% |
| Participation rate | 22.7% | 64.2%-41.5pp | 77.3%-54.5pp | 71.6%-48.9pp |
| Annual return | 20.69% | 20.43%+0.3pp | 40.50%-19.8pp | 20.87%-0.2pp |
| Employer contribution / active EE | $449 | $1,312-65.8% | $4,182-89.3% | $2,310-80.6% |
| Participant deferral / active EE | $802 | $2,912-72.4% | $5,045-84.1% | $3,537-77.3% |
| Admin fee / account holder | $36 | $95-62.3% | $8,159-99.6% | $97-63.2% |