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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,718 |
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 | $42,389 | $86,897-51.2% | $151,645-72.0% | $64,824-34.6% |
| Participation rate | 68.5% | 87.3%-18.7pp | 87.5%-19.0pp | 71.5%-2.9pp |
| Annual return | 6.13% | -3.57%+9.7pp | 3.34%+2.8pp | 32.84%-26.7pp |
| Employer contribution / active EE | $2,468 | $4,010-38.5% | $6,165-60.0% | $2,507-1.6% |
| Participant deferral / active EE | $5,438 | $6,690-18.7% | $8,363-35.0% | $4,311+26.1% |
| Admin fee / account holder | $125 | $153-18.4% | $11,614-98.9% | $188-33.6% |