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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,234 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,274 | $136,307-80.7% | $177,848-85.2% | $73,497-64.3% |
| Participation rate | 66.5% | 86.1%-19.6pp | 87.7%-21.2pp | 70.7%-4.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 48.33%-48.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,140 | $3,712-69.3% | $5,919-80.7% | $2,270-49.8% |
| Participant deferral / active EE | $4,004 | $5,829-31.3% | $7,714-48.1% | $3,740+7.1% |
| Admin fee / account holder | $13 | $596-97.9% | $12,431-99.9% | $513-97.5% |