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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 37 · EIN 27-2037969 | Loan Processing | $1,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,498 | $628,301-78.3% | $169,368-19.4% | - |
| Participation rate | 66.3% | 65.7%+0.6pp | 77.1%-10.9pp | - |
| Annual return | 16.25% | 72.90%-56.7pp | 405.60%-389.4pp | - |
| Employer contribution / active EE | $3,445 | $2,392+44.0% | $4,013-14.2% | - |
| Participant deferral / active EE | $5,324 | $4,568+16.6% | $6,221-14.4% | - |
| Admin fee / account holder | $11 | $15,010-99.9% | $9,003-99.9% | - |