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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,938 |
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 | $65,663 | $106,236-38.2% | $112,249-41.5% | $64,819+1.3% |
| Participation rate | 31.0% | 71.7%-40.7pp | 75.1%-44.1pp | 71.5%-40.5pp |
| Annual return | -17.25% | -6.02%-11.2pp | 27.48%-44.7pp | 32.84%-50.1pp |
| Employer contribution / active EE | $1,258 | $3,166-60.3% | $3,636-65.4% | $2,507-49.8% |
| Participant deferral / active EE | $2,780 | $3,785-26.5% | $4,729-41.2% | $4,311-35.5% |
| Admin fee / account holder | $12 | $452-97.3% | $6,412-99.8% | $188-93.4% |