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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,533 |
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 | $51,694 | $62,543-17.3% | $83,333-38.0% | $55,725-7.2% |
| Participation rate | 66.1% | 78.4%-12.3pp | 77.8%-11.7pp | 70.9%-4.8pp |
| Annual return | -6.01% | 14.85%-20.9pp | 10.63%-16.6pp | 244.93%-250.9pp |
| Employer contribution / active EE | $0 | $2,427-100.0% | $3,379-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,273 | $5,682+10.4% | $5,565+12.7% | $3,356+86.9% |
| Admin fee / account holder | $35 | $103-66.0% | $7,510-99.5% | $115-69.6% |