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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,375 |
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 | $41,853 | $40,386+3.6% | $80,607-48.1% | $74,440-43.8% |
| Participation rate | 37.1% | 47.4%-10.2pp | 67.0%-29.9pp | 70.7%-33.6pp |
| Annual return | 25.99% | 165.00%-139.0pp | 936.11%-910.1pp | 34.37%-8.4pp |
| Employer contribution / active EE | $352 | $1,496-76.5% | $2,724-87.1% | $2,638-86.7% |
| Participant deferral / active EE | $2,199 | $2,670-17.6% | $4,448-50.6% | $4,529-51.4% |
| Admin fee / account holder | $187 | $720-74.0% | $5,379-96.5% | $348-46.2% |