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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,475 |
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 | $15,880 | $53,925-70.6% | $75,501-79.0% | $69,631-77.2% |
| Participation rate | 62.1% | 71.2%-9.1pp | 72.4%-10.3pp | 70.7%-8.6pp |
| Annual return | 17.80% | 17.84%0pp | 27.35%-9.6pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,008 | $1,802-44.0% | $2,352-57.1% | $2,032-50.4% |
| Participant deferral / active EE | $532 | $2,569-79.3% | $3,142-83.1% | $3,224-83.5% |
| Admin fee / account holder | $25 | $97-74.7% | $5,801-99.6% | $110-77.8% |