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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,089 | $72,066-62.4% | $81,726-66.9% | $90,274-70.0% |
| Participation rate | 35.9% | 78.9%-43.0pp | 72.0%-36.1pp | 73.4%-37.5pp |
| Annual return | 42.35% | 15.92%+26.4pp | 29.49%+12.9pp | 53.97%-11.6pp |
| Employer contribution / active EE | $732 | $2,335-68.7% | $4,311-83.0% | $2,523-71.0% |
| Participant deferral / active EE | $1,350 | $3,557-62.0% | $7,108-81.0% | $4,231-68.1% |
| Admin fee / account holder | $102 | $92+10.7% | $5,160-98.0% | $114-10.3% |