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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,081 | $84,493-65.6% | $125,381-76.8% | $66,938-56.6% |
| Participation rate | 57.2% | 76.4%-19.2pp | 82.4%-25.2pp | 69.8%-12.6pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $43 | $3,554-98.8% | $4,815-99.1% | $2,545-98.3% |
| Participant deferral / active EE | $1,328 | $6,783-80.4% | $7,448-82.2% | $4,238-68.7% |
| Admin fee / account holder | $1 | $685-99.9% | $10,007-100.0% | $594-99.8% |