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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,235 |
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 | $17,076 | $80,177-78.7% | $123,894-86.2% | $57,658-70.4% |
| Participation rate | 74.8% | 74.4%+0.4pp | 81.4%-6.6pp | 70.2%+4.6pp |
| Annual return | 13.38% | 17.90%-4.5pp | 47.52%-34.1pp | 5.13%+8.2pp |
| Employer contribution / active EE | $2,135 | $2,913-26.7% | $4,617-53.8% | $1,974+8.1% |
| Participant deferral / active EE | $3,932 | $5,130-23.4% | $5,984-34.3% | $3,061+28.5% |
| Admin fee / account holder | $18 | $106-83.5% | $8,357-99.8% | $95-81.4% |