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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,694 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,046 | $50,106-76.0% | $69,779-82.7% | $57,658-79.1% |
| Participation rate | 62.0% | 70.9%-8.8pp | 71.8%-9.8pp | 70.2%-8.2pp |
| Annual return | 8.55% | 14.58%-6.0pp | 12.99%-4.4pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,111 | $1,739-36.1% | $2,338-52.5% | $1,974-43.7% |
| Participant deferral / active EE | $554 | $2,486-77.7% | $2,931-81.1% | $3,061-81.9% |
| Admin fee / account holder | $16 | $89-82.5% | $4,381-99.6% | $95-83.4% |