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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,036 | $45,000-73.3% | $143,788-91.6% | $77,906-84.6% |
| Participation rate | 32.2% | 66.8%-34.6pp | 80.3%-48.1pp | 73.7%-41.5pp |
| Annual return | 14.40% | 29.03%-14.6pp | -0.03%+14.4pp | 12.16%+2.2pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,653 | $3,157-47.6% | $5,638-70.7% | $4,805-65.6% |
| Admin fee / account holder | $12 | $98-87.9% | $14,675-99.9% | $133-91.0% |