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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,489 |
Annual investment return 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 | $60,625 | $52,884+14.6% | $84,753-28.5% | $55,167+9.9% |
| Participation rate | 88.3% | 67.5%+20.8pp | 76.6%+11.7pp | 69.0%+19.3pp |
| Annual return | -2.37% | 18.03%-20.4pp | 22.78%-25.2pp | 169.23%-171.6pp |
| Employer contribution / active EE | $2,261 | $2,233+1.2% | $3,574-36.7% | $1,963+15.2% |
| Participant deferral / active EE | $4,209 | $2,644+59.2% | $3,712+13.4% | $3,054+37.8% |
| Admin fee / account holder | $14 | $581-97.5% | $5,333-99.7% | $504-97.1% |