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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $19,148 |
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.
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 | $48,596 | $63,924-24.0% | $108,582-55.2% | $55,167-11.9% |
| Participation rate | 22.6% | 74.3%-51.8pp | 79.6%-57.0pp | 69.0%-46.4pp |
| Annual return | 7.04% | 15.31%-8.3pp | -51.70%+58.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $586 | $1,879-68.8% | $3,758-84.4% | $1,963-70.1% |
| Participant deferral / active EE | $931 | $3,067-69.6% | $4,311-78.4% | $3,054-69.5% |
| Admin fee / account holder | $6 | $618-99.0% | $7,645-99.9% | $504-98.8% |