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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $781 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,688 | $65,435+8.0% | $86,677-18.4% | $66,914+5.6% |
| Participation rate | 62.4% | 75.5%-13.0pp | 76.6%-14.2pp | 69.8%-7.4pp |
| Annual return | -17.83% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $407 | $2,153-81.1% | $2,836-85.7% | $2,544-84.0% |
| Participant deferral / active EE | $3,198 | $4,100-22.0% | $4,656-31.3% | $4,237-24.5% |
| Admin fee / account holder | $41 | $642-93.6% | $7,493-99.5% | $593-93.1% |