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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,669 |
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 | $92,870 | $82,979+11.9% | $102,383-9.3% | $77,714+19.5% |
| Participation rate | 24.1% | 71.5%-47.4pp | 74.5%-50.4pp | 70.6%-46.5pp |
| Annual return | 17.08% | 19.11%-2.0pp | 24.94%-7.9pp | 31.26%-14.2pp |
| Employer contribution / active EE | $1,075 | $3,554-69.7% | $3,870-72.2% | $2,727-60.6% |
| Participant deferral / active EE | $2,175 | $4,109-47.1% | $5,060-57.0% | $4,649-53.2% |
| Admin fee / account holder | $25 | $639-96.1% | $8,391-99.7% | $433-94.2% |