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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,600 |
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 | $37,140 | $35,135+5.7% | $85,969-56.8% | $59,188-37.3% |
| Participation rate | 31.4% | 50.0%-18.6pp | 76.5%-45.1pp | 69.4%-38.0pp |
| Annual return | -0.73% | 11.01%-11.7pp | 9.32%-10.0pp | 5.51%-6.2pp |
| Employer contribution / active EE | $791 | $764+3.4% | $3,474-77.2% | $2,098-62.3% |
| Participant deferral / active EE | $1,293 | $1,349-4.2% | $3,829-66.2% | $3,265-60.4% |
| Admin fee / account holder | $8 | $152-94.8% | $6,053-99.9% | $92-91.5% |