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| Provider | Service type | Compensation |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY4+ years Service code 37 · EIN 39-6040276 | Loan Processing | $4,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,673 | $42,548+0.3% | $74,549-42.8% | $56,287-24.2% |
| Participation rate | 60.9% | 60.5%+0.4pp | 69.1%-8.3pp | 69.9%-9.0pp |
| Annual return | -6.57% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,281 | $855+49.8% | $1,961-34.7% | $2,111-39.3% |
| Participant deferral / active EE | $2,743 | $2,277+20.4% | $3,108-11.8% | $3,350-18.1% |
| Admin fee / account holder | $38 | $467-92.0% | $5,059-99.3% | $521-92.8% |