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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,154 | $70,667-74.3% | $123,105-85.3% | $52,331-65.3% |
| Participation rate | 53.1% | 83.7%-30.6pp | 86.8%-33.7pp | 68.1%-15.0pp |
| Annual return | -0.13% | 6.23%-6.4pp | 13.22%-13.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $579 | $2,946-80.4% | $5,151-88.8% | $1,882-69.3% |
| Participant deferral / active EE | $2,619 | $4,493-41.7% | $6,229-58.0% | $3,022-13.3% |
| Admin fee / account holder | $4 | $506-99.3% | $9,014-100.0% | $592-99.4% |