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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,027 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,242 | $62,715-35.8% | $104,301-61.4% | $66,938-39.9% |
| Participation rate | 50.7% | 59.6%-8.9pp | 73.3%-22.6pp | 69.8%-19.1pp |
| Annual return | -16.42% | -14.70%-1.7pp | 24.61%-41.0pp | 1.58%-18.0pp |
| Employer contribution / active EE | $410 | $1,976-79.3% | $3,373-87.9% | $2,545-83.9% |
| Participant deferral / active EE | $1,596 | $2,852-44.0% | $4,626-65.5% | $4,238-62.3% |
| Admin fee / account holder | $103 | $657-84.4% | $7,340-98.6% | $594-82.7% |