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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $406 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,931 | $85,766-45.3% | $136,294-65.6% | $70,131-33.1% |
| Participation rate | 82.3% | 74.2%+8.1pp | 81.9%+0.4pp | 69.5%+12.7pp |
| Annual return | 19.56% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,242 | $5,051+23.6% | $6,247-0.1% | $3,332+87.4% |
| Admin fee / account holder | $20 | $5,420-99.6% | $9,243-99.8% | $4,645-99.6% |