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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,111 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,068 | $79,045-24.0% | $100,378-40.2% | $74,429-19.3% |
| Participation rate | 69.5% | 79.4%-10.0pp | 81.5%-12.0pp | 67.2%+2.2pp |
| Annual return | 27.43% | 20.61%+6.8pp | 49.41%-22.0pp | 1368.38%-1341.0pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,356 | $7,751+59.4% | $8,087+52.8% | $4,348+184.2% |
| Admin fee / account holder | $23 | $1,335-98.3% | $7,899-99.7% | $1,944-98.8% |