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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 | $55,402-74.2% | $76,089-81.2% | $77,714-81.6% |
| Participation rate | 49.2% | 63.6%-14.4pp | 69.1%-19.9pp | 70.6%-21.4pp |
| Annual return | 11.88% | 17.09%-5.2pp | 360.94%-349.1pp | 31.26%-19.4pp |
| Employer contribution / active EE | $710 | $1,789-60.3% | $2,690-73.6% | $2,727-74.0% |
| Participant deferral / active EE | $430 | $3,450-87.5% | $4,259-89.9% | $4,649-90.7% |
| Admin fee / account holder | $10 | $410-97.7% | $6,418-99.9% | $433-97.8% |