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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,421 |
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 | $31,093 | $45,031-31.0% | $85,009-63.4% | $77,671-60.0% |
| Participation rate | 22.7% | 48.7%-25.9pp | 67.5%-44.8pp | 70.6%-47.8pp |
| Annual return | 13.68% | 79.22%-65.5pp | 66.47%-52.8pp | 31.21%-17.5pp |
| Employer contribution / active EE | $747 | $1,609-53.6% | $2,728-72.6% | $2,726-72.6% |
| Participant deferral / active EE | $981 | $2,807-65.1% | $4,522-78.3% | $4,648-78.9% |
| Admin fee / account holder | $115 | $912-87.4% | $6,153-98.1% | $430-73.4% |