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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,900 |
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 | $20,649 | $55,790-63.0% | $76,667-73.1% | $67,582-69.4% |
| Participation rate | 32.5% | 71.1%-38.6pp | 72.1%-39.6pp | 71.3%-38.8pp |
| Annual return | 21.24% | 64.45%-43.2pp | 1166.74%-1145.5pp | 378.57%-357.3pp |
| Employer contribution / active EE | $512 | $1,810-71.7% | $2,303-77.8% | $2,148-76.2% |
| Participant deferral / active EE | $329 | $2,875-88.5% | $3,336-90.1% | $3,539-90.7% |
| Admin fee / account holder | $61 | $159-61.9% | $6,423-99.1% | $142-57.4% |