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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 | $55,446+292.2% | $155,574+39.8% | $74,429+192.1% |
| Participation rate | 66.2% | 61.9%+4.3pp | 78.2%-12.0pp | 67.2%-1.0pp |
| Annual return | 12.07% | 269.20%-257.1pp | 64.87%-52.8pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $4,004 | $2,266+76.7% | $4,676-14.4% | $2,625+52.5% |
| Participant deferral / active EE | $4,976 | $2,836+75.5% | $5,629-11.6% | $4,348+14.4% |
| Admin fee / account holder | $80 | $1,743-95.4% | $15,914-99.5% | $1,944-95.9% |