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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,741 |
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 | $27,083 | $38,058-28.8% | $169,452-84.0% | $75,289-64.0% |
| Participation rate | 25.8% | 65.1%-39.3pp | 77.8%-52.0pp | 72.4%-46.6pp |
| Annual return | -5.00% | -2.88%-2.1pp | 1.83%-6.8pp | -0.04%-5.0pp |
| Employer contribution / active EE | $501 | $1,478-66.1% | $4,157-88.0% | $2,405-79.2% |
| Participant deferral / active EE | $907 | $3,201-71.7% | $5,277-82.8% | $3,739-75.7% |
| Admin fee / account holder | $34 | $85-60.0% | $9,110-99.6% | $102-66.7% |