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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,377 | $46,423-77.6% | $75,900-86.3% | $67,582-84.6% |
| Participation rate | 55.2% | 63.1%-7.8pp | 69.3%-14.0pp | 71.3%-16.0pp |
| Annual return | 23.74% | 32.29%-8.6pp | 30.73%-7.0pp | 378.57%-354.8pp |
| Employer contribution / active EE | $262 | $1,406-81.3% | $2,501-89.5% | $2,148-87.8% |
| Participant deferral / active EE | $1,109 | $2,564-56.7% | $3,604-69.2% | $3,539-68.7% |
| Admin fee / account holder | $99 | $132-24.7% | $5,421-98.2% | $142-30.3% |