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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $216 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,375 | $61,052+64.4% | $142,863-29.7% | $79,386+26.4% |
| Participation rate | 56.7% | 60.1%-3.4pp | 71.9%-15.2pp | 70.7%-14.0pp |
| Annual return | 34.21% | 16.02%+18.2pp | 5637.54%-5603.3pp | 116.85%-82.6pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,935 | $2,879+1.9% | $3,837-23.5% | $4,046-27.5% |
| Admin fee / account holder | $35 | $659-94.7% | $6,560-99.5% | $626-94.5% |