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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $78,323 | $73,638+6.4% | $95,952-18.4% | $73,488+6.6% |
| Participation rate | 69.4% | 76.2%-6.8pp | 77.1%-7.7pp | 70.7%-1.3pp |
| Annual return | 13.16% | 16.78%-3.6pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $328 | $1,863-82.4% | $2,541-87.1% | $2,270-85.5% |
| Participant deferral / active EE | $3,205 | $3,617-11.4% | $4,167-23.1% | $3,740-14.3% |
| Admin fee / account holder | $22 | $482-95.4% | $6,795-99.7% | $513-95.7% |