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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,834 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,623 | $101,672+9.8% | $147,117-24.1% | $74,478+49.9% |
| Participation rate | 53.1% | 75.5%-22.5pp | 82.2%-29.1pp | 67.2%-14.2pp |
| Annual return | 14.76% | 8757.83%-8743.1pp | 420.54%-405.8pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,292 | $7,305-27.6% | $8,065-34.4% | $4,350+21.6% |
| Admin fee / account holder | $73 | $1,753-95.9% | $12,993-99.4% | $1,946-96.3% |