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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
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 | $14,295 | $55,458-74.2% | $76,030-81.2% | $77,762-81.6% |
| Participation rate | 49.2% | 63.6%-14.4pp | 69.1%-19.8pp | 70.6%-21.4pp |
| Annual return | 11.88% | 17.10%-5.2pp | 361.54%-349.7pp | 31.27%-19.4pp |
| Employer contribution / active EE | $710 | $1,792-60.4% | $2,688-73.6% | $2,728-74.0% |
| Participant deferral / active EE | $430 | $3,454-87.5% | $4,257-89.9% | $4,651-90.7% |
| Admin fee / account holder | $10 | $411-97.7% | $6,421-99.9% | $433-97.8% |