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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,091 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,467 | $44,473-9.0% | $76,518-47.1% | $55,725-27.4% |
| Participation rate | 53.5% | 51.0%+2.5pp | 68.0%-14.5pp | 70.9%-17.3pp |
| Annual return | -3.28% | -2.01%-1.3pp | -0.27%-3.0pp | 244.93%-248.2pp |
| Employer contribution / active EE | $686 | $1,101-37.7% | $2,647-74.1% | $2,078-67.0% |
| Participant deferral / active EE | $3,708 | $1,988+86.6% | $3,836-3.3% | $3,356+10.5% |
| Admin fee / account holder | $166 | $134+24.1% | $4,849-96.6% | $115+44.5% |