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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $18,166 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,781 | $46,732-38.4% | $156,551-81.6% | $55,167-47.8% |
| Participation rate | 52.0% | 65.8%-13.8pp | 84.0%-32.0pp | 69.0%-17.0pp |
| Annual return | 5.31% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,676 | $2,204-24.0% | $4,871-65.6% | $3,054-45.1% |
| Admin fee / account holder | $1 | $418-99.7% | $13,028-100.0% | $504-99.8% |