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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $8,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,281 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,578 | $79,428-3.6% | $106,548-28.1% | $79,386-3.5% |
| Participation rate | 18.9% | 74.1%-55.2pp | 76.1%-57.2pp | 70.7%-51.8pp |
| Annual return | 14.84% | 18.27%-3.4pp | 26.80%-12.0pp | 116.85%-102.0pp |
| Employer contribution / active EE | $584 | $2,234-73.9% | $2,819-79.3% | $2,427-75.9% |
| Participant deferral / active EE | $1,039 | $3,823-72.8% | $4,398-76.4% | $4,046-74.3% |
| Admin fee / account holder | $46 | $523-91.3% | $7,407-99.4% | $626-92.7% |