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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $231 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,654 | $77,816+315.9% | $123,552+162.0% | $64,173+404.3% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -5.55% | 12.49%-18.0pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $18,849 | $3,014+525.4% | $4,628+307.3% | $2,381+691.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $26 | $5,519-99.5% | $9,285-99.7% | $4,887-99.5% |