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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,423 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $100,370 | $72,404+38.6% | $110,243-9.0% | $64,173+56.4% |
| Participation rate | 94.4% | 73.3%+21.0pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | -4.90% | -6.29%+1.4pp | 314.76%-319.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,552 | $2,282-32.0% | $3,827-59.4% | $2,381-34.8% |
| Participant deferral / active EE | $3,123 | $3,469-10.0% | $4,672-33.2% | $3,470-10.0% |
| Admin fee / account holder | $22 | $5,664-99.6% | $8,548-99.7% | $4,887-99.5% |