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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,287 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $11,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,032 | $55,402-53.0% | $76,089-65.8% | $77,714-66.5% |
| Participation rate | 55.8% | 63.6%-7.8pp | 69.1%-13.3pp | 70.6%-14.8pp |
| Annual return | 15.36% | 17.09%-1.7pp | 360.94%-345.6pp | 31.26%-15.9pp |
| Employer contribution / active EE | $832 | $1,789-53.5% | $2,690-69.1% | $2,727-69.5% |
| Participant deferral / active EE | $1,784 | $3,450-48.3% | $4,259-58.1% | $4,649-61.6% |
| Admin fee / account holder | $151 | $410-63.2% | $6,418-97.6% | $433-65.2% |