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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $39,882 |
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 | $73,348 | $61,391+19.5% | $149,723-51.0% | $71,529+2.5% |
| Participation rate | 33.5% | 62.5%-29.0pp | 78.8%-45.3pp | 67.9%-34.5pp |
| Annual return | 56.43% | 35.88%+20.6pp | 134.50%-78.1pp | 28.97%+27.5pp |
| Employer contribution / active EE | $919 | $2,384-61.4% | $4,821-80.9% | $2,590-64.5% |
| Participant deferral / active EE | $1,625 | $2,921-44.4% | $5,682-71.4% | $4,291-62.1% |
| Admin fee / account holder | $1 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |