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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 | $65,960+45.7% | $81,882+17.4% | $77,762+23.6% |
| Participation rate | 17.2% | 65.8%-48.6pp | 72.4%-55.2pp | 70.6%-53.4pp |
| Annual return | 10.49% | 26.64%-16.1pp | 779.47%-769.0pp | 31.27%-20.8pp |
| Employer contribution / active EE | $515 | $2,375-78.3% | $2,916-82.3% | $2,728-81.1% |
| Participant deferral / active EE | $1,107 | $3,505-68.4% | $4,323-74.4% | $4,651-76.2% |
| Admin fee / account holder | $196 | $526-62.8% | $7,360-97.3% | $433-54.7% |