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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,680 | $45,152-34.3% | $73,836-59.8% | $59,633-50.2% |
| Participation rate | 29.9% | 64.0%-34.1pp | 73.4%-43.5pp | 68.7%-38.8pp |
| Annual return | 0.07% | 27.40%-27.3pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $223 | $1,901-88.3% | $2,787-92.0% | $2,203-89.9% |
| Participant deferral / active EE | $590 | $2,573-77.1% | $3,583-83.5% | $3,192-81.5% |
| Admin fee / account holder | $21 | $3,515-99.4% | $4,882-99.6% | $4,297-99.5% |