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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,759 |
01 year Service code 16 · EIN 22-3570392 | Consulting | $25,396 |
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 | $85,179 | $88,360-3.6% | $145,433-41.4% | $67,986+25.3% |
| Participation rate | 69.7% | 65.5%+4.2pp | 82.1%-12.4pp | 57.2%+12.5pp |
| Annual return | 18.83% | 63.15%-44.3pp | 66.58%-47.7pp | 31.67%-12.8pp |
| Employer contribution / active EE | $3,645 | $3,054+19.4% | $4,554-20.0% | $2,019+80.6% |
| Participant deferral / active EE | $7,270 | $5,932+22.5% | $7,897-7.9% | $3,358+116.5% |
| Admin fee / account holder | $248 | $3,313-92.5% | $13,129-98.1% | $3,203-92.3% |