| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,063 |
Service code 14 · EIN 34-1903270 | Plan Administrator | $11,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $53,169 | $53,204-0.1% | $155,556-65.8% | $200,096-73.4% |
| Participation rate | 9.0% | 64.1%-55.1pp | 78.2%-69.2pp | 72.0%-63.0pp |
| Annual return | 12.16% | 41.02%-28.9pp | 64.84%-52.7pp | 34.26%-22.1pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $55 | $3,163-98.3% | $5,631-99.0% | $5,090-98.9% |
| Admin fee / account holder | $148 | $186-20.2% | $15,885-99.1% | $269-44.9% |