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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,109 | $22,880+193.3% | $59,496+12.8% | $67,505-0.6% |
| Participation rate | 35.2% | 33.1%+2.0pp | 54.6%-19.4pp | 71.2%-36.0pp |
| Annual return | 5.02% | 8.51%-3.5pp | 182.05%-177.0pp | 6.52%-1.5pp |
| Employer contribution / active EE | $737 | $238+209.8% | $1,153-36.1% | $2,173-66.1% |
| Participant deferral / active EE | $1,556 | $649+139.8% | $1,829-15.0% | $3,597-56.7% |
| Admin fee / account holder | $28 | $54-48.5% | $2,232-98.8% | $56-50.8% |