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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,433 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,054 | $74,089+32.3% | $133,975-26.8% | $55,167+77.7% |
| Participation rate | 53.8% | 84.3%-30.4pp | 87.1%-33.2pp | 69.0%-15.1pp |
| Annual return | 11.24% | 12.11%-0.9pp | 29.29%-18.1pp | 169.23%-158.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,720 | $4,678+22.3% | $6,282-8.9% | $3,054+87.3% |
| Admin fee / account holder | $144 | $458-68.6% | $9,324-98.5% | $504-71.5% |