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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,889 | $47,922+35.4% | $75,886-14.5% | $65,185-0.5% |
| Participation rate | 53.2% | 63.0%-9.8pp | 69.3%-16.1pp | 70.2%-17.0pp |
| Annual return | 20.16% | 24.12%-4.0pp | 30.76%-10.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,568 | $2,550+39.9% | $3,603-1.0% | $3,514+1.5% |
| Admin fee / account holder | $43 | $532-91.9% | $5,418-99.2% | $847-94.9% |