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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $79,176 | $66,302+19.4% | $110,243-28.2% | $56,289+40.7% |
| Participation rate | 62.3% | 74.9%-12.6pp | 79.8%-17.6pp | 69.9%-7.6pp |
| Annual return | -5.27% | -1.18%-4.1pp | 314.76%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,920 | $3,381+45.5% | $4,672+5.3% | $3,350+46.9% |
| Admin fee / account holder | $10 | $698-98.6% | $8,548-99.9% | $521-98.1% |