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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,470 |
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.
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 | $33,113 | $57,096-42.0% | $94,229-64.9% | $55,191-40.0% |
| Participation rate | 43.2% | 75.7%-32.4pp | 78.8%-35.5pp | 69.2%-25.9pp |
| Annual return | 3.81% | 159.65%-155.8pp | 10.68%-6.9pp | 10.78%-7.0pp |
| Employer contribution / active EE | $846 | $1,708-50.5% | $3,587-76.4% | $1,899-55.5% |
| Participant deferral / active EE | $1,174 | $3,165-62.9% | $4,320-72.8% | $3,046-61.5% |
| Admin fee / account holder | $29 | $89-67.0% | $6,269-99.5% | $91-67.6% |