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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,445 | $101,653-55.3% | $147,080-69.1% | $74,459-39.0% |
| Participation rate | 51.7% | 75.6%-23.9pp | 82.2%-30.5pp | 67.2%-15.5pp |
| Annual return | 17.46% | 8754.98%-8737.5pp | 420.17%-402.7pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $2,315 | $3,813-39.3% | $4,933-53.1% | $2,626-11.8% |
| Participant deferral / active EE | $5,760 | $7,304-21.1% | $8,066-28.6% | $4,350+32.4% |
| Admin fee / account holder | $8 | $1,752-99.5% | $12,989-99.9% | $1,945-99.6% |