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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $823 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,593 | $65,557+59.5% | $105,736-1.1% | $56,289+85.8% |
| Participation rate | 37.4% | 63.4%-26.0pp | 76.3%-39.0pp | 69.9%-32.5pp |
| Annual return | -3.77% | -1.32%-2.5pp | 6.27%-10.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $450 | $1,788-74.9% | $3,268-86.2% | $2,111-78.7% |
| Participant deferral / active EE | $1,793 | $2,418-25.8% | $4,080-56.1% | $3,350-46.5% |
| Admin fee / account holder | $69 | $561-87.7% | $6,913-99.0% | $521-86.8% |