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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,818 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,284 | $73,638+9.0% | $95,964-16.3% | $73,497+9.2% |
| Participation rate | 64.2% | 76.2%-11.9pp | 77.1%-12.8pp | 70.7%-6.4pp |
| Annual return | 21.63% | 16.78%+4.9pp | 91.64%-70.0pp | 28.51%-6.9pp |
| Employer contribution / active EE | $888 | $1,863-52.4% | $2,541-65.1% | $2,270-60.9% |
| Participant deferral / active EE | $4,563 | $3,617+26.2% | $4,167+9.5% | $3,740+22.0% |
| Admin fee / account holder | $75 | $482-84.5% | $6,797-98.9% | $513-85.4% |