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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,763 | $26,140+247.2% | $58,507+55.1% | $74,473+21.9% |
| Participation rate | 49.2% | 32.1%+17.0pp | 50.9%-1.7pp | 70.7%-21.6pp |
| Annual return | 21.31% | 32.51%-11.2pp | 4252.32%-4231.0pp | 34.36%-13.0pp |
| Employer contribution / active EE | $1,734 | $537+223.0% | $1,053+64.6% | $2,638-34.3% |
| Participant deferral / active EE | $4,246 | $1,075+295.0% | $1,922+120.9% | $4,530-6.3% |
| Admin fee / account holder | $243 | $652-62.8% | $2,486-90.2% | $347-30.1% |