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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,610 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $50,192 |
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 | $58,465 | $93,010-37.1% | $96,515-39.4% | $74,460-21.5% |
| Participation rate | 63.4% | 71.6%-8.1pp | 74.3%-10.9pp | 70.7%-7.3pp |
| Annual return | 20.61% | 37.50%-16.9pp | 35.73%-15.1pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,613 | $3,427-52.9% | $3,740-56.9% | $2,638-38.9% |
| Participant deferral / active EE | $3,592 | $3,971-9.5% | $4,880-26.4% | $4,530-20.7% |
| Admin fee / account holder | $224 | $633-64.6% | $6,735-96.7% | $348-35.6% |