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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,213 |
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 | $63,567 | $84,236-24.5% | $170,435-62.7% | $70,126-9.4% |
| Participation rate | 92.4% | 70.8%+21.6pp | 83.6%+8.8pp | 69.5%+22.9pp |
| Annual return | 10.69% | 23.06%-12.4pp | 205.94%-195.3pp | 73.15%-62.5pp |
| Employer contribution / active EE | $2,180 | $3,387-35.6% | $5,432-59.9% | $2,343-6.9% |
| Participant deferral / active EE | $4,556 | $3,086+47.6% | $4,939-7.8% | $3,332+36.7% |
| Admin fee / account holder | $12 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |