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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,275 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,293 | $66,528-66.5% | $86,625-74.3% | $86,821-74.3% |
| Participation rate | 67.4% | 72.4%-4.9pp | 71.6%-4.2pp | 72.3%-4.9pp |
| Annual return | 16.13% | 19.56%-3.4pp | 63.52%-47.4pp | 97.94%-81.8pp |
| Employer contribution / active EE | $1,062 | $2,007-47.1% | $2,496-57.4% | $2,406-55.9% |
| Participant deferral / active EE | $812 | $3,240-74.9% | $3,700-78.0% | $4,132-80.3% |
| Admin fee / account holder | $10 | $148-93.2% | $5,830-99.8% | $170-94.1% |