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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,725 |
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 | $44,940 | $58,093-22.6% | $80,022-43.8% | $56,289-20.2% |
| Participation rate | 53.4% | 73.6%-20.2pp | 75.8%-22.5pp | 69.9%-16.5pp |
| Annual return | -4.26% | 34.63%-38.9pp | 11.22%-15.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,017 | $3,136-35.7% | $3,686-45.3% | $3,350-39.8% |
| Admin fee / account holder | $90 | $623-85.6% | $6,521-98.6% | $521-82.7% |