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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST7 years Service code 37 · EIN 38-3416104 | Loan Processing | $71,101 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,788 | $89,465-24.2% | $165,100-58.9% | $77,762-12.8% |
| Participation rate | 42.6% | 78.6%-36.1pp | 78.6%-36.0pp | 70.6%-28.0pp |
| Annual return | 13.73% | 28.86%-15.1pp | 70.21%-56.5pp | 31.27%-17.5pp |
| Employer contribution / active EE | $1,194 | $2,565-53.5% | $4,348-72.6% | $2,728-56.3% |
| Participant deferral / active EE | $2,238 | $4,904-54.4% | $6,035-62.9% | $4,651-51.9% |
| Admin fee / account holder | $350 | $340+3.1% | $12,696-97.2% | $433-19.1% |