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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
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 | $85,219 | $130,294-34.6% | $170,043-49.9% | $71,511+19.2% |
| Participation rate | 66.5% | 86.2%-19.7pp | 87.0%-20.5pp | 67.9%-1.5pp |
| Annual return | 19.35% | 20.36%-1.0pp | 53.40%-34.1pp | 28.86%-9.5pp |
| Employer contribution / active EE | $2,908 | $4,385-33.7% | $6,790-57.2% | $2,589+12.3% |
| Participant deferral / active EE | $9,303 | $6,928+34.3% | $10,410-10.6% | $4,291+116.8% |
| Admin fee / account holder | $10 | $966-99.0% | $12,824-99.9% | $1,588-99.4% |