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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,088 | $112,772+1.2% | $57,357+98.9% | $59,188+92.8% |
| Participation rate | 50.7% | 71.3%-20.6pp | 75.1%-24.3pp | 69.4%-18.7pp |
| Annual return | 2.14% | 0.85%+1.3pp | 24.41%-22.3pp | 5.51%-3.4pp |
| Employer contribution / active EE | $2,137 | $3,400-37.2% | $2,689-20.5% | $2,098+1.9% |
| Participant deferral / active EE | $1,484 | $3,010-50.7% | $3,162-53.1% | $3,265-54.5% |
| Admin fee / account holder | $0 | $144-99.8% | $3,357-100.0% | $92-99.8% |