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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,561 | $41,854+32.7% | $73,836-24.8% | $52,331+6.2% |
| Participation rate | 68.8% | 66.2%+2.5pp | 73.4%-4.7pp | 68.1%+0.6pp |
| Annual return | -3.09% | 2.11%-5.2pp | 2268.06%-2271.1pp | 4.54%-7.6pp |
| Employer contribution / active EE | $786 | $1,920-59.0% | $2,787-71.8% | $1,882-58.2% |
| Participant deferral / active EE | $2,566 | $2,498+2.7% | $3,583-28.4% | $3,022-15.1% |
| Admin fee / account holder | $46 | $493-90.7% | $4,882-99.1% | $592-92.3% |