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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,694 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $16,792 |
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 | $11,096 | $26,033-57.4% | $74,577-85.1% | $329,111-96.6% |
| Participation rate | 16.8% | 26.0%-9.2pp | 68.1%-51.3pp | 67.9%-51.0pp |
| Annual return | 40.99% | 33.64%+7.3pp | 20.47%+20.5pp | 16.35%+24.6pp |
| Employer contribution / active EE | $5 | $317-98.3% | $2,525-99.8% | $2,303-99.8% |
| Participant deferral / active EE | $1,216 | $825+47.5% | $3,458-64.8% | $3,682-67.0% |
| Admin fee / account holder | $18 | $62-70.5% | $4,138-99.6% | $754-97.6% |