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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,444 |
Service code 27 · EIN 54-2111721 | Advisory (Plan) | $15,150 |
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 | $44,607 | $47,163-5.4% | $149,696-70.2% | $74,460-40.1% |
| Participation rate | 42.3% | 63.4%-21.1pp | 78.8%-36.5pp | 70.7%-28.4pp |
| Annual return | 19.36% | 22.75%-3.4pp | 134.46%-115.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $564 | $1,907-70.4% | $4,821-88.3% | $2,638-78.6% |
| Participant deferral / active EE | $2,093 | $2,730-23.3% | $5,682-63.2% | $4,530-53.8% |
| Admin fee / account holder | $294 | $343-14.3% | $13,212-97.8% | $348-15.5% |