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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,609 | $101,672-57.1% | $147,117-70.4% | $74,478-41.4% |
| Participation rate | 60.2% | 75.5%-15.3pp | 82.2%-22.0pp | 67.2%-7.0pp |
| Annual return | 21.71% | 8757.83%-8736.1pp | 420.54%-398.8pp | 1370.56%-1348.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,027 | $7,305+23.6% | $8,065+11.9% | $4,350+107.5% |
| Admin fee / account holder | $56 | $1,753-96.8% | $12,993-99.6% | $1,946-97.1% |