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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,146 | $56,640-32.7% | $78,002-51.1% | $55,167-30.9% |
| Participation rate | 66.9% | 73.3%-6.4pp | 75.5%-8.6pp | 69.0%-2.1pp |
| Annual return | 8.21% | 2868.48%-2860.3pp | 425.99%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $11 | $1,724-99.4% | $2,470-99.6% | $1,963-99.4% |
| Participant deferral / active EE | $2,232 | $2,778-19.6% | $3,497-36.2% | $3,054-26.9% |
| Admin fee / account holder | $60 | $467-87.1% | $5,481-98.9% | $504-88.0% |