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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,220 |
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 | $70,309 | $73,102-3.8% | $123,544-43.1% | $56,287+24.9% |
| Participation rate | 50.4% | 74.3%-23.9pp | 82.3%-31.9pp | 69.9%-19.5pp |
| Annual return | -4.27% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,085 | $5,423+67.5% | $6,426+41.4% | $3,350+171.2% |
| Admin fee / account holder | $36 | $554-93.5% | $9,284-99.6% | $521-93.1% |