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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,943 |
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 | $57,551 | $88,360-34.9% | $145,433-60.4% | $67,986-15.3% |
| Participation rate | 62.3% | 65.5%-3.2pp | 82.1%-19.8pp | 57.2%+5.1pp |
| Annual return | 25.44% | 63.15%-37.7pp | 66.58%-41.1pp | 31.67%-6.2pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,943 | $5,932+50.8% | $7,897+13.2% | $3,358+166.3% |
| Admin fee / account holder | $72 | $3,313-97.8% | $13,129-99.5% | $3,203-97.8% |