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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
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 | $76,001 | $84,482-10.0% | $125,363-39.4% | $66,930+13.6% |
| Participation rate | 48.1% | 76.4%-28.3pp | 82.4%-34.2pp | 69.8%-21.7pp |
| Annual return | -15.44% | -8.49%-6.9pp | 572.15%-587.6pp | 1.57%-17.0pp |
| Employer contribution / active EE | $2,088 | $3,553-41.2% | $4,815-56.6% | $2,545-18.0% |
| Participant deferral / active EE | $5,547 | $6,782-18.2% | $7,447-25.5% | $4,238+30.9% |
| Admin fee / account holder | $13 | $685-98.1% | $10,005-99.9% | $593-97.8% |