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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $219 |
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 | $45,325 | $47,977-5.5% | $154,108-70.6% | $56,289-19.5% |
| Participation rate | 85.5% | 66.2%+19.3pp | 83.0%+2.4pp | 69.9%+15.6pp |
| Annual return | -8.26% | 3.54%-11.8pp | 735.21%-743.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $2,302 | $2,169+6.1% | $5,298-56.6% | $2,111+9.0% |
| Participant deferral / active EE | $4,118 | $2,392+72.2% | $5,081-18.9% | $3,350+22.9% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |