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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3 years Service code 37 · EIN 38-3416104 | Loan Processing | $56,324 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,564 | $78,419-30.4% | $133,956-59.3% | $73,409-25.7% |
| Participation rate | 41.0% | 78.6%-37.6pp | 79.8%-38.9pp | 72.2%-31.2pp |
| Annual return | 15.32% | 33.35%-18.0pp | 45.09%-29.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $668 | $2,044-67.3% | $3,919-82.9% | $2,234-70.1% |
| Participant deferral / active EE | $1,575 | $3,925-59.9% | $5,048-68.8% | $3,805-58.6% |
| Admin fee / account holder | $306 | $161+89.7% | $8,927-96.6% | $158+93.9% |