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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 | $83,023+11.9% | $102,437-9.3% | $77,762+19.4% |
| Participation rate | 24.1% | 71.5%-47.4pp | 74.5%-50.4pp | 70.6%-46.5pp |
| Annual return | 17.08% | 19.12%-2.0pp | 24.95%-7.9pp | 31.27%-14.2pp |
| Employer contribution / active EE | $1,075 | $3,552-69.7% | $3,871-72.2% | $2,728-60.6% |
| Participant deferral / active EE | $2,175 | $4,110-47.1% | $5,060-57.0% | $4,651-53.2% |
| Admin fee / account holder | $25 | $639-96.1% | $8,388-99.7% | $433-94.2% |