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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,080 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,467 | $59,584+97.1% | $86,615+35.6% | $79,391+48.0% |
| Participation rate | 68.8% | 67.7%+1.1pp | 71.6%-2.9pp | 70.7%-2.0pp |
| Annual return | 18.53% | 23.15%-4.6pp | 63.51%-45.0pp | 116.88%-98.3pp |
| Employer contribution / active EE | $1,666 | $1,768-5.7% | $2,496-33.2% | $2,428-31.4% |
| Participant deferral / active EE | $6,160 | $3,036+102.9% | $3,699+66.5% | $4,046+52.3% |
| Admin fee / account holder | $187 | $604-69.1% | $5,830-96.8% | $627-70.2% |