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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,538 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,133 | $42,367-14.7% | $79,583-54.6% | $64,824-44.3% |
| Participation rate | 50.5% | 64.7%-14.2pp | 69.5%-19.0pp | 71.5%-21.0pp |
| Annual return | -15.26% | -12.24%-3.0pp | 0.16%-15.4pp | 32.84%-48.1pp |
| Employer contribution / active EE | $5 | $1,181-99.6% | $2,414-99.8% | $2,507-99.8% |
| Participant deferral / active EE | $2,004 | $3,168-36.7% | $3,986-49.7% | $4,311-53.5% |
| Admin fee / account holder | $24 | $160-85.3% | $6,835-99.7% | $188-87.5% |