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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,714 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,796 | $91,695-68.6% | $67,575-57.4% | $77,736-63.0% |
| Participation rate | 39.7% | 76.0%-36.3pp | 72.9%-33.2pp | 70.6%-30.9pp |
| Annual return | 22.05% | 14.88%+7.2pp | 3528.98%-3506.9pp | 31.26%-9.2pp |
| Employer contribution / active EE | $1,401 | $3,189-56.1% | $2,736-48.8% | $2,728-48.6% |
| Participant deferral / active EE | $1,703 | $3,912-56.5% | $4,003-57.5% | $4,651-63.4% |
| Admin fee / account holder | $167 | $245-31.8% | $3,993-95.8% | $433-61.5% |