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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,815 | $59,093-39.4% | $97,295-63.2% | $77,762-53.9% |
| Participation rate | 67.8% | 67.8%0pp | 72.7%-4.9pp | 70.6%-2.8pp |
| Annual return | 27.88% | 16.93%+10.9pp | 75.62%-47.7pp | 31.27%-3.4pp |
| Employer contribution / active EE | $4,543 | $1,727+163.1% | $2,723+66.9% | $2,728+66.5% |
| Participant deferral / active EE | $8,416 | $3,901+115.7% | $4,264+97.4% | $4,651+80.9% |
| Admin fee / account holder | $44 | $346-87.2% | $5,646-99.2% | $433-89.7% |