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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $16,966 | $72,012-76.4% | $185,827-90.9% | $79,858-78.8% |
| Participation rate | 68.1% | 65.8%+2.4pp | 78.0%-9.9pp | 69.6%-1.5pp |
| Annual return | 21.66% | 23.12%-1.5pp | 35.96%-14.3pp | 31.72%-10.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,585 | $3,779-31.6% | $5,633-54.1% | $3,740-30.9% |
| Admin fee / account holder | $35 | $4,513-99.2% | $9,502-99.6% | $5,306-99.3% |