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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,432 |
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 | $66,850 | $99,957-33.1% | $149,696-55.3% | $73,488-9.0% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 13.75% | 53.87%-40.1pp | 276.60%-262.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $630 | $3,191-80.2% | $4,644-86.4% | $2,270-72.2% |
| Participant deferral / active EE | $5,272 | $6,073-13.2% | $6,842-22.9% | $3,740+41.0% |
| Admin fee / account holder | $12 | $551-97.7% | $9,309-99.9% | $513-97.6% |