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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,519 |
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 | $26,745 | $70,115-61.9% | $70,544-62.1% | $80,157-66.6% |
| Participation rate | 26.8% | 71.7%-44.9pp | 68.4%-41.6pp | 72.9%-46.2pp |
| Annual return | 17.53% | 134.51%-117.0pp | 32.79%-15.3pp | 40.39%-22.9pp |
| Employer contribution / active EE | $839 | $3,021-72.2% | $2,976-71.8% | $2,977-71.8% |
| Participant deferral / active EE | $1,303 | $4,495-71.0% | $4,568-71.5% | $5,015-74.0% |
| Admin fee / account holder | $140 | $112+24.9% | $6,427-97.8% | $145-3.3% |