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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 27-1835823 | Loan Processing | $7,156 |
Service code 26 · EIN 64-0655312 | Advisory (Participants) | $6,626 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,439 | $52,961-76.5% | $172,755-92.8% | $65,185-80.9% |
| Participation rate | 48.1% | 66.2%-18.1pp | 82.6%-34.6pp | 70.2%-22.1pp |
| Annual return | 12.63% | 30.12%-17.5pp | 802.94%-790.3pp | 29.38%-16.8pp |
| Employer contribution / active EE | $729 | $2,190-66.7% | $5,144-85.8% | $2,177-66.5% |
| Participant deferral / active EE | $812 | $2,471-67.1% | $5,198-84.4% | $3,514-76.9% |
| Admin fee / account holder | $142 | $472-69.9% | $13,955-99.0% | $847-83.2% |