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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,260 |
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 | $217,440 | $55,472+292.0% | $155,567+39.8% | $74,546+191.7% |
| Participation rate | 66.2% | 61.9%+4.3pp | 78.2%-12.0pp | 67.2%-1.0pp |
| Annual return | 12.07% | 268.72%-256.6pp | 64.74%-52.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $4,004 | $2,269+76.5% | $4,674-14.3% | $2,624+52.6% |
| Participant deferral / active EE | $4,976 | $2,838+75.3% | $5,628-11.6% | $4,347+14.5% |
| Admin fee / account holder | $80 | $1,743-95.4% | $15,916-99.5% | $1,944-95.9% |