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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,156 |
Annual investment return 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 | $143,595 | $64,286+123.4% | $106,387+35.0% | $55,725+157.7% |
| Participation rate | 94.1% | 75.2%+18.9pp | 77.5%+16.6pp | 70.9%+23.2pp |
| Annual return | -6.44% | 0.84%-7.3pp | 0.25%-6.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,682 | $2,367+13.3% | $3,520-23.8% | $2,078+29.1% |
| Participant deferral / active EE | $9,224 | $4,158+121.9% | $5,421+70.1% | $3,356+174.9% |
| Admin fee / account holder | $10 | $102-90.2% | $7,510-99.9% | $115-91.3% |