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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 | $45,022-30.9% | $85,126-63.5% | $77,714-60.0% |
| Participation rate | 22.7% | 48.7%-25.9pp | 67.5%-44.8pp | 70.6%-47.8pp |
| Annual return | 13.68% | 79.38%-65.7pp | 66.63%-53.0pp | 31.26%-17.6pp |
| Employer contribution / active EE | $747 | $1,610-53.6% | $2,731-72.6% | $2,727-72.6% |
| Participant deferral / active EE | $981 | $2,811-65.1% | $4,523-78.3% | $4,649-78.9% |
| Admin fee / account holder | $115 | $913-87.4% | $6,160-98.1% | $433-73.5% |