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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $200 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,603 | $52,884-64.8% | $84,753-78.1% | $55,167-66.3% |
| Participation rate | 23.2% | 67.5%-44.3pp | 76.6%-53.4pp | 69.0%-45.8pp |
| Annual return | 28.82% | 18.03%+10.8pp | 22.78%+6.0pp | 169.23%-140.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,894 | $2,644-28.4% | $3,712-49.0% | $3,054-38.0% |
| Admin fee / account holder | $5 | $581-99.1% | $5,333-99.9% | $504-99.0% |