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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,231 | $32,425-46.9% | $74,577-76.9% | $55,167-68.8% |
| Participation rate | 53.0% | 54.0%-1.0pp | 68.1%-15.1pp | 69.0%-16.0pp |
| Annual return | 7.85% | 10.63%-2.8pp | 20.47%-12.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,186 | $1,995+9.6% | $3,458-36.8% | $3,054-28.4% |
| Admin fee / account holder | $17 | $748-97.7% | $4,138-99.6% | $504-96.6% |