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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $642 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,517 | $59,417+23.7% | $93,606-21.5% | $74,495-1.3% |
| Participation rate | 66.3% | 59.7%+6.6pp | 68.7%-2.5pp | 67.2%-0.9pp |
| Annual return | 25.92% | 81.83%-55.9pp | 133.20%-107.3pp | 1364.94%-1339.0pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,798 | $3,050+24.5% | $4,411-13.9% | $4,346-12.6% |
| Admin fee / account holder | $16 | $3,021-99.5% | $8,285-99.8% | $1,942-99.2% |