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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,281 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,591 | $64,909+13.4% | $82,312-10.6% | $62,293+18.1% |
| Participation rate | 64.1% | 74.9%-10.7pp | 76.9%-12.8pp | 69.5%-5.4pp |
| Annual return | 12.51% | 21.18%-8.7pp | 25.88%-13.4pp | 28.90%-16.4pp |
| Employer contribution / active EE | $1,724 | $1,676+2.9% | $2,428-29.0% | $2,042-15.6% |
| Participant deferral / active EE | $2,752 | $3,103-11.3% | $3,706-25.7% | $3,169-13.2% |
| Admin fee / account holder | $61 | $440-86.1% | $5,608-98.9% | $479-87.3% |