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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 52-0909772 | Loan Processing | $7,139 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $8,504 | $46,173-81.6% | $170,435-95.0% | $69,631-87.8% |
| Participation rate | 26.2% | 63.9%-37.7pp | 83.6%-57.4pp | 70.7%-44.4pp |
| Annual return | 13.18% | 21.62%-8.4pp | 205.94%-192.8pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $292 | $1,610-81.9% | $5,432-94.6% | $2,032-85.6% |
| Participant deferral / active EE | $333 | $2,080-84.0% | $4,939-93.3% | $3,224-89.7% |
| Admin fee / account holder | $139 | $116+20.2% | $13,881-99.0% | $110+26.2% |