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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $206,889 |
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 | $90,880 | $30,302+199.9% | $58,516+55.3% | $103,657-12.3% |
| Participation rate | 47.1% | 29.5%+17.6pp | 50.9%-3.8pp | 73.4%-26.3pp |
| Annual return | 18.47% | 19.69%-1.2pp | 4253.81%-4235.3pp | 33.13%-14.7pp |
| Employer contribution / active EE | $1,918 | $512+274.4% | $1,054+82.1% | $3,216-40.3% |
| Participant deferral / active EE | $3,377 | $1,170+188.7% | $1,923+75.6% | $5,218-35.3% |
| Admin fee / account holder | $53 | $109-51.3% | $2,487-97.9% | $114-53.6% |