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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,852 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,885 | $75,183-77.5% | $123,894-86.4% | $55,167-69.4% |
| Participation rate | 54.3% | 72.8%-18.5pp | 81.4%-27.1pp | 69.0%-14.7pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,694 | $5,084-7.7% | $5,984-21.6% | $3,054+53.7% |
| Admin fee / account holder | $44 | $663-93.3% | $8,357-99.5% | $504-91.2% |