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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,719 |
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 | $94,299 | $122,239-22.9% | $184,200-48.8% | $74,546+26.5% |
| Participation rate | 64.9% | 85.5%-20.6pp | 86.8%-21.9pp | 67.2%-2.3pp |
| Annual return | 14.57% | 19.95%-5.4pp | 28.80%-14.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,788 | $4,537-38.6% | $6,424-56.6% | $2,624+6.2% |
| Participant deferral / active EE | $9,108 | $7,139+27.6% | $9,132-0.3% | $4,347+109.5% |
| Admin fee / account holder | $11 | $1,260-99.1% | $13,907-99.9% | $1,944-99.4% |