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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 | $101,539+85.5% | $147,041+28.1% | $74,400+153.1% |
| Participation rate | 56.2% | 75.5%-19.3pp | 82.2%-26.0pp | 67.2%-11.0pp |
| Annual return | 18.27% | 8740.84%-8722.6pp | 419.21%-400.9pp | 1367.51%-1349.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,528 | $7,304+30.5% | $8,071+18.1% | $4,348+119.1% |
| Admin fee / account holder | $163 | $1,749-90.7% | $13,006-98.7% | $1,944-91.6% |