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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,422 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,266 | $61,214-57.1% | $83,333-68.5% | $56,287-53.3% |
| Participation rate | 68.8% | 72.6%-3.8pp | 77.8%-9.0pp | 69.9%-1.1pp |
| Annual return | -2.48% | 0.42%-2.9pp | 10.63%-13.1pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,781 | $5,091+72.5% | $5,565+57.8% | $3,350+162.1% |
| Admin fee / account holder | $9 | $512-98.3% | $7,510-99.9% | $521-98.3% |