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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $124,380 |
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 | $65,908 | $37,383+76.3% | $71,089-7.3% | $73,367-10.2% |
| Participation rate | 22.8% | 33.8%-11.0pp | 54.6%-31.8pp | 69.5%-46.6pp |
| Annual return | 5.72% | 0.47%+5.2pp | 650.65%-644.9pp | 173.45%-167.7pp |
| Employer contribution / active EE | $509 | $490+3.9% | $1,088-53.2% | $2,499-79.6% |
| Participant deferral / active EE | $1,065 | $1,117-4.7% | $1,873-43.1% | $4,033-73.6% |
| Admin fee / account holder | $38 | $75-49.4% | $3,082-98.8% | $68-44.8% |