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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,779 | $89,435-13.0% | $164,975-52.9% | $77,714+0.1% |
| Participation rate | 55.8% | 78.6%-22.8pp | 78.6%-22.8pp | 70.6%-14.8pp |
| Annual return | 26.13% | 28.82%-2.7pp | 70.12%-44.0pp | 31.26%-5.1pp |
| Employer contribution / active EE | $519 | $2,563-79.8% | $4,343-88.1% | $2,727-81.0% |
| Participant deferral / active EE | $5,049 | $4,901+3.0% | $6,033-16.3% | $4,649+8.6% |
| Admin fee / account holder | $2 | $340-99.4% | $12,688-100.0% | $433-99.5% |