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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,475 |
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 | $15,718 | $56,171-72.0% | $108,745-85.5% | $55,167-71.5% |
| Participation rate | 66.5% | 70.7%-4.2pp | 77.7%-11.2pp | 69.0%-2.5pp |
| Annual return | 8.34% | 214.86%-206.5pp | 46.22%-37.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $3,983 | $2,153+85.0% | $3,323+19.9% | $1,963+103.0% |
| Participant deferral / active EE | $1,233 | $3,437-64.1% | $5,121-75.9% | $3,054-59.6% |
| Admin fee / account holder | $17 | $302-94.3% | $6,144-99.7% | $504-96.6% |