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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,496 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,356 | $73,638+7.8% | $95,952-17.3% | $73,488+8.0% |
| Participation rate | 63.0% | 76.2%-13.1pp | 77.1%-14.0pp | 70.7%-7.7pp |
| Annual return | 18.02% | 16.78%+1.2pp | 91.61%-73.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $367 | $1,863-80.3% | $2,541-85.6% | $2,270-83.8% |
| Participant deferral / active EE | $2,539 | $3,617-29.8% | $4,167-39.1% | $3,740-32.1% |
| Admin fee / account holder | $77 | $482-84.0% | $6,795-98.9% | $513-85.0% |