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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,851 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,684 | $88,324-75.4% | $115,037-81.2% | $55,191-60.7% |
| Participation rate | 90.7% | 72.5%+18.1pp | 81.4%+9.3pp | 69.2%+21.5pp |
| Annual return | 0.56% | 6.30%-5.7pp | 26.14%-25.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $628 | $2,805-77.6% | $4,608-86.4% | $1,899-66.9% |
| Participant deferral / active EE | $2,446 | $5,042-51.5% | $6,026-59.4% | $3,046-19.7% |
| Admin fee / account holder | $65 | $105-38.5% | $8,175-99.2% | $91-28.6% |