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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
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 | $106,079 | $91,559+15.9% | $133,978-20.8% | $79,856+32.8% |
| Participation rate | 68.4% | 73.3%-4.9pp | 79.8%-11.4pp | 69.6%-1.2pp |
| Annual return | 17.81% | 61.85%-44.0pp | 45.10%-27.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,370 | $3,734+43.8% | $5,047+6.4% | $3,741+43.6% |
| Admin fee / account holder | $83 | $6,321-98.7% | $8,930-99.1% | $5,306-98.4% |