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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,034 |
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 | $45,611 | $79,523-42.6% | $140,016-67.4% | $56,287-19.0% |
| Participation rate | 70.3% | 85.7%-15.4pp | 87.5%-17.2pp | 69.9%+0.5pp |
| Annual return | -4.40% | 2.39%-6.8pp | 651.12%-655.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $283 | $3,350-91.5% | $5,606-94.9% | $2,111-86.6% |
| Participant deferral / active EE | $6,072 | $5,129+18.4% | $6,927-12.3% | $3,350+81.3% |
| Admin fee / account holder | $87 | $614-85.9% | $10,705-99.2% | $521-83.4% |