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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,155 |
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 | $39,573 | $106,230-62.7% | $147,080-73.1% | $77,736-49.1% |
| Participation rate | 57.4% | 78.4%-21.0pp | 82.2%-24.8pp | 70.6%-13.2pp |
| Annual return | 20.21% | 56.91%-36.7pp | 420.17%-400.0pp | 31.26%-11.0pp |
| Employer contribution / active EE | $2,056 | $4,072-49.5% | $4,933-58.3% | $2,728-24.6% |
| Participant deferral / active EE | $4,005 | $8,001-49.9% | $8,066-50.4% | $4,651-13.9% |
| Admin fee / account holder | $81 | $338-76.1% | $12,989-99.4% | $433-81.4% |