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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,305 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,990 | $65,453-11.4% | $86,698-33.1% | $66,938-13.4% |
| Participation rate | 46.5% | 75.5%-29.0pp | 76.6%-30.1pp | 69.8%-23.3pp |
| Annual return | -22.09% | -10.89%-11.2pp | 35.95%-58.0pp | 1.58%-23.7pp |
| Employer contribution / active EE | $1,694 | $2,154-21.3% | $2,837-40.3% | $2,545-33.4% |
| Participant deferral / active EE | $3,743 | $4,102-8.8% | $4,656-19.6% | $4,238-11.7% |
| Admin fee / account holder | $168 | $642-73.8% | $7,493-97.8% | $594-71.7% |