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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $500 |
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 | $24,406 | $74,089-67.1% | $133,975-81.8% | $55,167-55.8% |
| Participation rate | 58.9% | 84.3%-25.4pp | 87.1%-28.2pp | 69.0%-10.1pp |
| Annual return | 10.25% | 12.11%-1.9pp | 29.29%-19.0pp | 169.23%-159.0pp |
| Employer contribution / active EE | $768 | $3,064-74.9% | $5,211-85.3% | $1,963-60.9% |
| Participant deferral / active EE | $3,340 | $4,678-28.6% | $6,282-46.8% | $3,054+9.4% |
| Admin fee / account holder | $3 | $458-99.3% | $9,324-100.0% | $504-99.4% |