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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,886 |
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.
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 | $166,201 | $70,002+137.4% | $115,038+44.5% | $52,331+217.6% |
| Participation rate | 67.4% | 72.1%-4.7pp | 81.4%-13.9pp | 68.1%-0.7pp |
| Annual return | 1.32% | 4.04%-2.7pp | 26.14%-24.8pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $7,990 | $4,920+62.4% | $6,026+32.6% | $3,022+164.4% |
| Admin fee / account holder | -$25 | $566-104.4% | $8,175-100.3% | $592-104.2% |