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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $112,715 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,412 | $110,282+14.6% | $102,434+23.4% | $199,960-36.8% |
| Participation rate | 68.8% | 86.3%-17.5pp | 76.5%-7.7pp | 72.0%-3.2pp |
| Annual return | 12.46% | 35.75%-23.3pp | 29.46%-17.0pp | 34.28%-21.8pp |
| Employer contribution / active EE | $2,772 | $3,603-23.1% | $3,023-8.3% | $3,036-8.7% |
| Participant deferral / active EE | $4,782 | $6,376-25.0% | $5,055-5.4% | $5,087-6.0% |
| Admin fee / account holder | $113 | $122-7.2% | $9,462-98.8% | $269-57.9% |