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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 37 · EIN 35-0145825 | Loan Processing | $18,483 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,804 | $55,415-37.2% | $155,509-77.6% | $74,495-53.3% |
| Participation rate | 51.7% | 61.9%-10.2pp | 78.2%-26.5pp | 67.2%-15.5pp |
| Annual return | 14.30% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,519 | $2,267-33.0% | $4,672-67.5% | $2,623-42.1% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $5 | $1,738-99.7% | $15,912-100.0% | $1,942-99.8% |