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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,182 |
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 | $96,100 | $65,946+45.7% | $81,783+17.5% | $77,671+23.7% |
| Participation rate | 17.2% | 65.8%-48.6pp | 72.4%-55.2pp | 70.6%-53.4pp |
| Annual return | 10.49% | 26.65%-16.2pp | 775.05%-764.6pp | 31.21%-20.7pp |
| Employer contribution / active EE | $515 | $2,371-78.3% | $2,913-82.3% | $2,726-81.1% |
| Participant deferral / active EE | $1,107 | $3,507-68.4% | $4,320-74.4% | $4,648-76.2% |
| Admin fee / account holder | $196 | $527-62.8% | $7,380-97.3% | $430-54.5% |