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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,119 |
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 | $12,971 | $32,913-60.6% | $80,004-83.8% | $59,188-78.1% |
| Participation rate | 36.3% | 56.9%-20.5pp | 73.0%-36.7pp | 69.4%-33.1pp |
| Annual return | 0.00% | 1.16%-1.2pp | 7.63%-7.6pp | 5.51%-5.5pp |
| Employer contribution / active EE | $252 | $789-68.1% | $2,473-89.8% | $2,098-88.0% |
| Participant deferral / active EE | $347 | $1,686-79.4% | $3,204-89.2% | $3,265-89.4% |
| Admin fee / account holder | $5 | $40-87.9% | $5,033-99.9% | $92-94.8% |