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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,258 |
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 | $89,688 | $53,412+67.9% | $68,509+30.9% | $52,331+71.4% |
| Participation rate | 98.7% | 71.7%+27.1pp | 74.7%+24.0pp | 68.1%+30.6pp |
| Annual return | -0.15% | 3.42%-3.6pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $4,538 | $1,607+182.4% | $2,278+99.2% | $1,882+141.2% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $23 | $461-95.0% | $5,275-99.6% | $592-96.1% |