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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,545 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $210 |
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 | $22,793 | $48,116-52.6% | $99,475-77.1% | $77,775-70.7% |
| Participation rate | 37.0% | 60.0%-23.0pp | 73.8%-36.8pp | 73.2%-36.2pp |
| Annual return | 25.42% | 23.23%+2.2pp | 30.72%-5.3pp | 32.58%-7.2pp |
| Employer contribution / active EE | $261 | $1,057-75.3% | $2,540-89.7% | $2,504-89.6% |
| Participant deferral / active EE | $1,210 | $2,238-45.9% | $3,619-66.6% | $3,966-69.5% |
| Admin fee / account holder | $20 | $87-77.1% | $6,252-99.7% | $100-80.0% |