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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,301 |
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 | $42,063 | $56,484-25.5% | $169,452-75.2% | $64,173-34.5% |
| Participation rate | 34.8% | 64.5%-29.7pp | 77.8%-43.0pp | 69.6%-34.7pp |
| Annual return | -4.95% | -1.55%-3.4pp | 1.83%-6.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $398 | $1,832-78.3% | $4,157-90.4% | $2,381-83.3% |
| Participant deferral / active EE | $1,092 | $3,448-68.3% | $5,277-79.3% | $3,470-68.5% |
| Admin fee / account holder | $97 | $4,174-97.7% | $9,110-98.9% | $4,887-98.0% |