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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,570 |
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 | $111,434 | $73,102+52.4% | $123,544-9.8% | $56,287+98.0% |
| Participation rate | 60.6% | 74.3%-13.7pp | 82.3%-21.7pp | 69.9%-9.2pp |
| Annual return | 18.34% | 3.01%+15.3pp | 119.20%-100.9pp | -9.96%+28.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,444 | $5,423+0.4% | $6,426-15.3% | $3,350+62.5% |
| Admin fee / account holder | $9 | $554-98.5% | $9,284-99.9% | $521-98.4% |