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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,038 |
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 | $65,565 | $101,499-35.4% | $147,005-55.4% | $74,546-12.0% |
| Participation rate | 66.5% | 75.5%-9.0pp | 82.2%-15.6pp | 67.2%-0.7pp |
| Annual return | 26.58% | 8732.34%-8705.8pp | 418.76%-392.2pp | 1366.03%-1339.5pp |
| Employer contribution / active EE | $3,459 | $3,811-9.2% | $4,934-29.9% | $2,624+31.8% |
| Participant deferral / active EE | $9,600 | $7,304+31.4% | $8,070+19.0% | $4,347+120.8% |
| Admin fee / account holder | $91 | $1,748-94.8% | $13,006-99.3% | $1,944-95.3% |