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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,194 |
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 | $87,282 | $88,122-1.0% | $141,191-38.2% | $67,579+29.2% |
| Participation rate | 92.1% | 76.5%+15.6pp | 82.5%+9.6pp | 71.3%+20.8pp |
| Annual return | 30.82% | 75.40%-44.6pp | 71.41%-40.6pp | 378.56%-347.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $13,068 | $5,958+119.3% | $6,710+94.7% | $3,539+269.2% |
| Admin fee / account holder | $8 | $131-93.9% | $10,264-99.9% | $142-94.4% |