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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,557 | $104,336+23.2% | $159,455-19.4% | $86,813+48.1% |
| Participation rate | 23.9% | 77.7%-53.8pp | 82.8%-58.9pp | 72.3%-48.4pp |
| Annual return | 21.98% | 26.32%-4.3pp | 263.63%-241.6pp | 97.93%-75.9pp |
| Employer contribution / active EE | $1,093 | $3,451-68.3% | $4,830-77.4% | $2,406-54.6% |
| Participant deferral / active EE | $2,772 | $6,837-59.5% | $7,353-62.3% | $4,131-32.9% |
| Admin fee / account holder | -$60 | $172-134.8% | $10,800-100.6% | $170-135.4% |