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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $81,775 | $73,102+11.9% | $123,553-33.8% | $56,289+45.3% |
| Participation rate | 65.7% | 74.3%-8.6pp | 82.3%-16.6pp | 69.9%-4.1pp |
| Annual return | -7.98% | 3.01%-11.0pp | 119.21%-127.2pp | -9.96%+2.0pp |
| Employer contribution / active EE | $3,293 | $2,977+10.6% | $4,628-28.9% | $2,111+56.0% |
| Participant deferral / active EE | $8,035 | $5,423+48.2% | $6,426+25.0% | $3,350+139.9% |
| Admin fee / account holder | $11 | $554-98.0% | $9,284-99.9% | $521-97.9% |