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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,770 | $63,924-73.8% | $108,582-84.6% | $55,167-69.6% |
| Participation rate | 30.4% | 74.3%-43.9pp | 79.6%-49.1pp | 69.0%-38.6pp |
| Annual return | 9.97% | 15.31%-5.3pp | -51.70%+61.7pp | 169.23%-159.3pp |
| Employer contribution / active EE | $530 | $1,879-71.8% | $3,758-85.9% | $1,963-73.0% |
| Participant deferral / active EE | $1,539 | $3,067-49.8% | $4,311-64.3% | $3,054-49.6% |
| Admin fee / account holder | $37 | $618-94.0% | $7,645-99.5% | $504-92.6% |