| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,017 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,892 | $68,062-51.7% | $185,854-82.3% | $106,520-69.1% |
| Participation rate | 1.3% | 75.2%-73.9pp | 81.7%-80.4pp | 71.3%-70.0pp |
| Annual return | 14.84% | 18.20%-3.4pp | 122.12%-107.3pp | 19.28%-4.4pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $103 | $3,990-97.4% | $5,569-98.1% | $4,948-97.9% |
| Admin fee / account holder | $45 | $53-14.1% | $16,246-99.7% | $75-39.2% |