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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,031 |
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 | $64,291 | $58,655+9.6% | $91,994-30.1% | $65,185-1.4% |
| Participation rate | 72.5% | 75.3%-2.8pp | 78.6%-6.2pp | 70.2%+2.3pp |
| Annual return | 34.23% | 33.92%+0.3pp | 69.04%-34.8pp | 29.38%+4.8pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,933 | $5,474+118.0% | $5,924+101.4% | $3,514+239.6% |
| Admin fee / account holder | $93 | $434-78.6% | $7,744-98.8% | $847-89.0% |