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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,066 | $44,764+45.4% | $68,803-5.4% | $64,824+0.4% |
| Participation rate | 35.4% | 64.8%-29.4pp | 69.0%-33.6pp | 71.5%-36.1pp |
| Annual return | -19.23% | -10.91%-8.3pp | -6.37%-12.9pp | 32.84%-52.1pp |
| Employer contribution / active EE | $635 | $1,775-64.2% | $2,656-76.1% | $2,507-74.7% |
| Participant deferral / active EE | $1,556 | $3,238-52.0% | $3,942-60.5% | $4,311-63.9% |
| Admin fee / account holder | $9 | $151-94.0% | $4,936-99.8% | $188-95.2% |