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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,151 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,219 | $64,909-67.3% | $82,312-74.2% | $62,293-65.9% |
| Participation rate | 53.2% | 74.9%-21.6pp | 76.9%-23.7pp | 69.5%-16.3pp |
| Annual return | 13.69% | 21.18%-7.5pp | 25.88%-12.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $674 | $1,676-59.8% | $2,428-72.2% | $2,042-67.0% |
| Participant deferral / active EE | $1,195 | $3,103-61.5% | $3,706-67.7% | $3,169-62.3% |
| Admin fee / account holder | $9 | $440-98.0% | $5,608-99.8% | $479-98.1% |