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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,696 |
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 | $104,885 | $91,439+14.7% | $135,974-22.9% | $71,511+46.7% |
| Participation rate | 53.7% | 75.7%-21.9pp | 81.9%-28.2pp | 67.9%-14.2pp |
| Annual return | 18.13% | 29.90%-11.8pp | 68.30%-50.2pp | 28.86%-10.7pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $5,089 | $7,093-28.3% | $7,760-34.4% | $4,291+18.6% |
| Admin fee / account holder | $44 | $1,267-96.5% | $10,767-99.6% | $1,588-97.2% |