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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $894,394 |
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 | $24,996 | $106,520-76.5% | $189,611-86.8% | $106,520-76.5% |
| Participation rate | 58.3% | 71.3%-13.0pp | 78.5%-20.1pp | 71.3%-13.0pp |
| Annual return | 22.07% | 19.28%+2.8pp | 64.20%-42.1pp | 19.28%+2.8pp |
| Employer contribution / active EE | $0 | $2,840-100.0% | $4,413-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $1,361 | $4,948-72.5% | $6,174-78.0% | $4,948-72.5% |
| Admin fee / account holder | $43 | $75-41.8% | $9,808-99.6% | $75-41.8% |