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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,450 |
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 | $98,623 | $65,453+50.7% | $86,698+13.8% | $66,938+47.3% |
| Participation rate | 53.2% | 75.5%-22.3pp | 76.6%-23.4pp | 69.8%-16.7pp |
| Annual return | -13.27% | -10.89%-2.4pp | 35.95%-49.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,487 | $2,154-31.0% | $2,837-47.6% | $2,545-41.6% |
| Participant deferral / active EE | $3,037 | $4,102-25.9% | $4,656-34.8% | $4,238-28.3% |
| Admin fee / account holder | $27 | $642-95.7% | $7,493-99.6% | $594-95.4% |