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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,169 |
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 | $49,315 | $58,859-16.2% | $129,397-61.9% | $77,714-36.5% |
| Participation rate | 56.2% | 59.3%-3.1pp | 69.6%-13.4pp | 70.6%-14.4pp |
| Annual return | 18.10% | 24.74%-6.6pp | 9453.98%-9435.9pp | 31.26%-13.2pp |
| Employer contribution / active EE | $2,628 | $1,952+34.6% | $4,154-36.7% | $2,727-3.6% |
| Participant deferral / active EE | $5,510 | $3,215+71.4% | $4,167+32.2% | $4,649+18.5% |
| Admin fee / account holder | $108 | $591-81.7% | $7,679-98.6% | $433-75.1% |