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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 | $101,672-35.5% | $147,117-55.4% | $74,478-12.0% |
| Participation rate | 66.5% | 75.5%-9.0pp | 82.2%-15.7pp | 67.2%-0.7pp |
| Annual return | 26.58% | 8757.83%-8731.2pp | 420.54%-394.0pp | 1370.56%-1344.0pp |
| Employer contribution / active EE | $3,459 | $3,813-9.3% | $4,932-29.9% | $2,626+31.7% |
| Participant deferral / active EE | $9,600 | $7,305+31.4% | $8,065+19.0% | $4,350+120.7% |
| Admin fee / account holder | $91 | $1,753-94.8% | $12,993-99.3% | $1,946-95.3% |