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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $223 |
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 | $17,980 | $75,388-76.2% | $123,553-85.4% | $55,725-67.7% |
| Participation rate | 65.6% | 75.7%-10.0pp | 82.3%-16.7pp | 70.9%-5.2pp |
| Annual return | 0.00% | 4.48%-4.5pp | 119.21%-119.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $220 | $3,063-92.8% | $4,628-95.2% | $2,078-89.4% |
| Participant deferral / active EE | $3,421 | $5,651-39.5% | $6,426-46.8% | $3,356+1.9% |
| Admin fee / account holder | $1 | $120-99.4% | $9,284-100.0% | $115-99.4% |