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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,973 |
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 | $30,997 | $61,214-49.4% | $83,322-62.8% | $56,287-44.9% |
| Participation rate | 63.8% | 72.6%-8.8pp | 77.8%-13.9pp | 69.9%-6.0pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.64%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,038 | $5,091-20.7% | $5,565-27.4% | $3,350+20.6% |
| Admin fee / account holder | $25 | $512-95.1% | $7,540-99.7% | $521-95.2% |