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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST8 years Service code 37 · EIN 38-3416104 | Loan Processing | $75,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,234 | $108,549-22.4% | $156,263-46.1% | $85,563-1.6% |
| Participation rate | 43.7% | 77.1%-33.4pp | 78.9%-35.2pp | 66.0%-22.3pp |
| Annual return | 15.58% | 21.79%-6.2pp | 59.47%-43.9pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,043 | $2,690-61.2% | $4,333-75.9% | $2,654-60.7% |
| Participant deferral / active EE | $2,022 | $4,800-57.9% | $6,158-67.2% | $4,375-53.8% |
| Admin fee / account holder | $393 | $650-39.5% | $14,255-97.2% | $834-52.9% |