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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,569 |
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 | $39,786 | $56,638-29.8% | $169,385-76.5% | $74,440-46.6% |
| Participation rate | 27.0% | 67.5%-40.5pp | 77.2%-50.1pp | 70.7%-43.7pp |
| Annual return | 20.58% | 24.75%-4.2pp | 405.82%-385.2pp | 34.37%-13.8pp |
| Employer contribution / active EE | $658 | $2,027-67.5% | $4,012-83.6% | $2,638-75.1% |
| Participant deferral / active EE | $1,198 | $4,223-71.6% | $6,221-80.7% | $4,529-73.5% |
| Admin fee / account holder | $33 | $307-89.1% | $9,011-99.6% | $348-90.4% |