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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,973 |
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 | $69,815 | $88,730-21.3% | $82,312-15.2% | $77,958-10.4% |
| Participation rate | 86.5% | 84.5%+2.0pp | 76.9%+9.6pp | 71.6%+14.8pp |
| Annual return | 0.00% | 20.88%-20.9pp | 25.88%-25.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $1,223 | $2,758-55.7% | $2,428-49.7% | $2,310-47.1% |
| Participant deferral / active EE | $1,805 | $4,634-61.0% | $3,706-51.3% | $3,537-49.0% |
| Admin fee / account holder | $12 | $74-83.6% | $5,608-99.8% | $97-87.6% |