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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
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 | $122,099 | $76,112+60.4% | $96,534+26.5% | $71,511+70.7% |
| Participation rate | 59.3% | 74.4%-15.1pp | 76.0%-16.7pp | 67.9%-8.7pp |
| Annual return | 15.50% | 22.81%-7.3pp | 25.88%-10.4pp | 28.86%-13.4pp |
| Employer contribution / active EE | $1,748 | $2,248-22.2% | $2,965-41.1% | $2,589-32.5% |
| Participant deferral / active EE | $3,404 | $4,217-19.3% | $4,851-29.8% | $4,291-20.7% |
| Admin fee / account holder | $25 | $2,708-99.1% | $8,253-99.7% | $1,588-98.4% |