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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,192 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,000 |
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 | $37,635 | $36,806+2.3% | $69,623-45.9% | $77,736-51.6% |
| Participation rate | 68.8% | 64.4%+4.5pp | 66.4%+2.4pp | 70.6%-1.8pp |
| Annual return | 19.01% | 38.81%-19.8pp | 101.23%-82.2pp | 31.26%-12.3pp |
| Employer contribution / active EE | $2,139 | $1,257+70.1% | $1,709+25.1% | $2,728-21.6% |
| Participant deferral / active EE | $3,521 | $2,738+28.6% | $2,890+21.8% | $4,651-24.3% |
| Admin fee / account holder | $129 | $507-74.6% | $4,696-97.3% | $433-70.3% |