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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,274 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,410 | $95,918-41.2% | $151,645-62.8% | $77,906-27.6% |
| Participation rate | 61.3% | 88.7%-27.5pp | 87.5%-26.2pp | 73.7%-12.4pp |
| Annual return | -17.99% | -5.50%-12.5pp | 3.34%-21.3pp | 12.16%-30.1pp |
| Employer contribution / active EE | $2,010 | $4,330-53.6% | $6,165-67.4% | $2,846-29.4% |
| Participant deferral / active EE | $2,590 | $7,508-65.5% | $8,363-69.0% | $4,805-46.1% |
| Admin fee / account holder | $20 | $93-78.7% | $11,614-99.8% | $133-85.0% |