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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,939 |
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.
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 | $8,667 | $65,125-86.7% | $143,797-94.0% | $66,949-87.1% |
| Participation rate | 48.0% | 65.2%-17.2pp | 80.3%-32.3pp | 69.8%-21.8pp |
| Annual return | -16.99% | -11.13%-5.9pp | -0.04%-17.0pp | 1.57%-18.6pp |
| Employer contribution / active EE | $554 | $2,362-76.5% | $4,952-88.8% | $2,545-78.2% |
| Participant deferral / active EE | $779 | $2,920-73.3% | $5,638-86.2% | $4,239-81.6% |
| Admin fee / account holder | $74 | $503-85.3% | $14,679-99.5% | $594-87.5% |