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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $488 |
Employer contribution per participant 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 | $50,255 | $80,177-37.3% | $123,894-59.4% | $57,658-12.8% |
| Participation rate | 82.6% | 74.4%+8.2pp | 81.4%+1.2pp | 70.2%+12.4pp |
| Annual return | 13.04% | 17.90%-4.9pp | 47.52%-34.5pp | 5.13%+7.9pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $9,741 | $5,130+89.9% | $5,984+62.8% | $3,061+218.3% |
| Admin fee / account holder | $1 | $106-98.7% | $8,357-100.0% | $95-98.6% |