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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,206 |
Service code 55 · EIN 95-3845382 | Other Commissions | $4,037 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,224 | $95,406-52.6% | $185,849-75.7% | $85,847-47.3% |
| Participation rate | 21.9% | 68.8%-46.8pp | 81.7%-59.8pp | 69.3%-47.4pp |
| Annual return | 15.03% | 23.59%-8.6pp | 122.10%-107.1pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,319 | $3,424-3.0% | $5,569-40.4% | $3,952-16.0% |
| Admin fee / account holder | $86 | $7,214-98.8% | $16,244-99.5% | $6,261-98.6% |