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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,131 |
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.
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 | $37,170 | $59,328-37.3% | $118,914-68.7% | $73,497-49.4% |
| Participation rate | 52.7% | 62.3%-9.6pp | 75.4%-22.7pp | 70.7%-18.0pp |
| Annual return | 13.12% | 19.13%-6.0pp | 35.89%-22.8pp | 28.51%-15.4pp |
| Employer contribution / active EE | $399 | $1,803-77.9% | $3,264-87.8% | $2,270-82.4% |
| Participant deferral / active EE | $1,346 | $2,604-48.3% | $4,266-68.5% | $3,740-64.0% |
| Admin fee / account holder | $75 | $600-87.5% | $6,582-98.9% | $513-85.3% |