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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,041 | $124,346-1.0% | $111,308+10.5% | $167,536-26.6% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 12.13% | 37.45%-25.3pp | 54.67%-42.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $79,217 | $3,437+2204.6% | $2,732+2799.8% | $4,839+1537.0% |
| Participant deferral / active EE | $185,099 | $5,182+3472.3% | $4,487+4024.8% | $6,342+2818.5% |
| Admin fee / account holder | $50 | $10,621-99.5% | $7,965-99.4% | $12,315-99.6% |