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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,022 | $140,578-73.7% | $100,671-63.2% | $125,389-70.5% |
| Participation rate | 12.5% | 80.4%-67.9pp | 70.7%-58.2pp | 83.2%-70.7pp |
| Annual return | -0.51% | 24.67%-25.2pp | 20.43%-20.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $7,172 | $5,965+20.2% | $4,012+78.8% | $4,866+47.4% |
| Participant deferral / active EE | $17,432 | $3,981+337.8% | $3,144+454.5% | $5,352+225.7% |
| Admin fee / account holder | $99 | $6,716-98.5% | $4,850-98.0% | $9,541-99.0% |