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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,578 | $57,435-79.8% | $105,218-89.0% | $55,191-79.0% |
| Participation rate | 57.5% | 71.3%-13.9pp | 77.2%-19.8pp | 69.2%-11.7pp |
| Annual return | -0.13% | 2.97%-3.1pp | 5.33%-5.5pp | 10.78%-10.9pp |
| Employer contribution / active EE | $2,900 | $1,920+51.1% | $3,255-10.9% | $1,899+52.8% |
| Participant deferral / active EE | $892 | $3,495-74.5% | $4,867-81.7% | $3,046-70.7% |
| Admin fee / account holder | $12 | $70-82.7% | $6,992-99.8% | $91-86.6% |