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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $186,681 |
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 | $75,963 | $43,471+74.7% | $74,725+1.7% | $89,609-15.2% |
| Participation rate | 25.5% | 36.3%-10.8pp | 54.5%-29.0pp | 69.6%-44.1pp |
| Annual return | 22.34% | 24.97%-2.6pp | 753.24%-730.9pp | 33.65%-11.3pp |
| Employer contribution / active EE | $840 | $554+51.8% | $1,084-22.5% | $2,584-67.5% |
| Participant deferral / active EE | $1,408 | $1,177+19.7% | $1,961-28.2% | $4,222-66.7% |
| Admin fee / account holder | $51 | $74-30.9% | $3,335-98.5% | $72-28.7% |