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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $44,308 | $61,166-27.6% | $185,849-76.2% | $79,391-44.2% |
| Participation rate | 48.2% | 66.6%-18.4pp | 81.7%-33.5pp | 70.7%-22.5pp |
| Annual return | 11.33% | 19.45%-8.1pp | 122.10%-110.8pp | 116.88%-105.6pp |
| Employer contribution / active EE | $834 | $2,321-64.1% | $5,169-83.9% | $2,428-65.6% |
| Participant deferral / active EE | $1,829 | $2,789-34.4% | $5,569-67.2% | $4,046-54.8% |
| Admin fee / account holder | $95 | $710-86.6% | $16,244-99.4% | $627-84.8% |