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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 | $101,499+10.0% | $147,005-24.1% | $74,546+49.7% |
| Participation rate | 53.1% | 75.5%-22.5pp | 82.2%-29.1pp | 67.2%-14.1pp |
| Annual return | 14.76% | 8732.34%-8717.6pp | 418.76%-404.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,292 | $7,304-27.6% | $8,070-34.4% | $4,347+21.7% |
| Admin fee / account holder | $73 | $1,748-95.8% | $13,006-99.4% | $1,944-96.3% |