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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $188,324 | $101,499+85.5% | $147,005+28.1% | $74,546+152.6% |
| Participation rate | 56.2% | 75.5%-19.3pp | 82.2%-25.9pp | 67.2%-11.0pp |
| Annual return | 18.27% | 8732.34%-8714.1pp | 418.76%-400.5pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,528 | $7,304+30.4% | $8,070+18.1% | $4,347+119.2% |
| Admin fee / account holder | $163 | $1,748-90.7% | $13,006-98.7% | $1,944-91.6% |