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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,684 | $89,067-59.9% | $102,423-65.2% | $77,714-54.1% |
| Participation rate | 46.8% | 80.9%-34.1pp | 76.5%-29.7pp | 70.6%-23.8pp |
| Annual return | 16.95% | 25.01%-8.1pp | 29.42%-12.5pp | 31.26%-14.3pp |
| Employer contribution / active EE | $1,131 | $2,699-58.1% | $3,023-62.6% | $2,727-58.5% |
| Participant deferral / active EE | $2,837 | $5,147-44.9% | $5,054-43.9% | $4,649-39.0% |
| Admin fee / account holder | $22 | $236-90.5% | $9,455-99.8% | $433-94.8% |