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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $569 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,967 | $50,385-2.8% | $75,501-35.1% | $62,293-21.4% |
| Participation rate | 21.2% | 67.7%-46.5pp | 72.4%-51.2pp | 69.5%-48.3pp |
| Annual return | 10.51% | 19.90%-9.4pp | 27.35%-16.8pp | 28.90%-18.4pp |
| Employer contribution / active EE | $395 | $1,537-74.3% | $2,352-83.2% | $2,042-80.7% |
| Participant deferral / active EE | $747 | $2,445-69.4% | $3,142-76.2% | $3,169-76.4% |
| Admin fee / account holder | $379 | $384-1.4% | $5,801-93.5% | $479-21.0% |