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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,766 |
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 | $21,976 | $46,332-52.6% | $143,797-84.7% | $64,824-66.1% |
| Participation rate | 44.0% | 64.2%-20.2pp | 80.3%-36.3pp | 71.5%-27.5pp |
| Annual return | 35.36% | -10.05%+45.4pp | -0.04%+35.4pp | 32.84%+2.5pp |
| Employer contribution / active EE | $1,404 | $1,911-26.5% | $4,952-71.6% | $2,507-44.0% |
| Participant deferral / active EE | $3,184 | $2,647+20.3% | $5,638-43.5% | $4,311-26.2% |
| Admin fee / account holder | $103 | $154-33.2% | $14,679-99.3% | $188-45.3% |