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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,948 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,783 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,351 | $49,451-44.7% | $79,550-65.6% | $66,914-59.1% |
| Participation rate | 53.1% | 61.3%-8.2pp | 69.5%-16.4pp | 69.8%-16.7pp |
| Annual return | -15.75% | 84.25%-100.0pp | 0.16%-15.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,057 | $3,159+186.8% | $3,985+127.3% | $4,237+113.8% |
| Admin fee / account holder | $251 | $595-57.7% | $6,832-96.3% | $593-57.6% |