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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,756 |
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 | $16,231 | $68,544-76.3% | $115,752-86.0% | $69,631-76.7% |
| Participation rate | 64.6% | 74.0%-9.3pp | 77.8%-13.2pp | 70.7%-6.1pp |
| Annual return | 21.94% | 20.97%+1.0pp | 19.41%+2.5pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $2,646 | $2,400+10.2% | $3,492-24.2% | $2,032+30.2% |
| Participant deferral / active EE | $1,136 | $3,887-70.8% | $5,204-78.2% | $3,224-64.8% |
| Admin fee / account holder | $31 | $90-65.7% | $6,278-99.5% | $110-72.0% |