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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,948 |
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 | $17,879 | $33,067-45.9% | $76,518-76.6% | $56,287-68.2% |
| Participation rate | 64.0% | 55.4%+8.6pp | 68.0%-4.0pp | 69.9%-5.8pp |
| Annual return | -7.63% | 2.72%-10.3pp | -0.27%-7.4pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,658 | $2,240+63.3% | $3,836-4.6% | $3,350+9.2% |
| Admin fee / account holder | $25 | $537-95.4% | $4,849-99.5% | $521-95.3% |