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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 83-3455979 | Participant loan processing; Recordke... | $12,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,423 | $29,525-74.9% | $56,033-86.8% | $77,736-90.5% |
| Participation rate | 10.2% | 32.7%-22.5pp | 52.5%-42.3pp | 70.6%-60.4pp |
| Annual return | 10.65% | 18.90%-8.2pp | 1711.38%-1700.7pp | 31.26%-20.6pp |
| Employer contribution / active EE | $122 | $569-78.6% | $1,041-88.3% | $2,728-95.5% |
| Participant deferral / active EE | $367 | $1,062-65.5% | $1,954-81.2% | $4,651-92.1% |
| Admin fee / account holder | $138 | $1,040-86.7% | $2,827-95.1% | $433-68.1% |