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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $21,725 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,654 | $59,819-38.7% | $79,583-53.9% | $68,490-46.5% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -17.45% | -12.30%-5.2pp | 0.16%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,043 | $3,025-32.5% | $3,986-48.7% | $4,028-49.3% |
| Admin fee / account holder | $27 | $4,835-99.4% | $6,835-99.6% | $5,403-99.5% |