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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $25,074 | $42,548-41.1% | $74,549-66.4% | $56,287-55.5% |
| Participation rate | 63.5% | 60.5%+3.0pp | 69.1%-5.7pp | 69.9%-6.4pp |
| Annual return | -8.96% | 12.40%-21.4pp | 32.53%-41.5pp | -9.96%+1.0pp |
| Employer contribution / active EE | $437 | $855-48.9% | $1,961-77.7% | $2,111-79.3% |
| Participant deferral / active EE | $2,187 | $2,277-4.0% | $3,108-29.7% | $3,350-34.7% |
| Admin fee / account holder | $86 | $467-81.6% | $5,059-98.3% | $521-83.5% |