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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
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 | $46,432 | $77,813-40.3% | $123,544-62.4% | $64,186-27.7% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.3%-8.5pp | 69.6%+4.2pp |
| Annual return | -8.10% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,399 | $5,240+22.1% | $6,426-0.4% | $3,470+84.4% |
| Admin fee / account holder | $31 | $5,519-99.4% | $9,284-99.7% | $4,888-99.4% |