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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,417 | $107,741-47.6% | $96,576-41.6% | $79,634-29.2% |
| Participation rate | 50.2% | 79.1%-28.9pp | 81.4%-31.3pp | 62.5%-12.3pp |
| Annual return | 30.94% | 19.24%+11.7pp | 38.47%-7.5pp | 36.46%-5.5pp |
| Employer contribution / active EE | $2,357 | $2,991-21.2% | $3,553-33.7% | $2,529-6.8% |
| Participant deferral / active EE | $4,850 | $7,899-38.6% | $7,956-39.0% | $3,835+26.5% |
| Admin fee / account holder | $196 | $1,150-82.9% | $11,381-98.3% | $1,002-80.4% |