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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $881 |
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 | $61,182 | $75,388-18.8% | $123,553-50.5% | $55,727+9.8% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.3%+16.2pp | 70.9%+27.6pp |
| Annual return | -8.34% | 4.48%-12.8pp | 119.21%-127.5pp | 244.94%-253.3pp |
| Employer contribution / active EE | $5,309 | $3,063+73.3% | $4,628+14.7% | $2,078+155.5% |
| Participant deferral / active EE | $9,524 | $5,651+68.6% | $6,426+48.2% | $3,356+183.8% |
| Admin fee / account holder | $5 | $120-96.0% | $9,284-99.9% | $115-95.9% |