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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,432 | $104,497+43.0% | $159,487-6.3% | $79,389+88.2% |
| Participation rate | 66.4% | 76.6%-10.2pp | 82.8%-16.4pp | 70.7%-4.3pp |
| Annual return | 17.84% | 67.98%-50.1pp | 263.71%-245.9pp | 116.89%-99.0pp |
| Employer contribution / active EE | $2,250 | $3,418-34.2% | $4,831-53.4% | $2,428-7.3% |
| Participant deferral / active EE | $6,006 | $6,468-7.2% | $7,354-18.3% | $4,046+48.4% |
| Admin fee / account holder | $23 | $711-96.7% | $10,804-99.8% | $626-96.3% |