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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,425 |
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 | $43,665 | $32,530+34.2% | $106,619-59.0% | $63,975-31.7% |
| Participation rate | 30.7% | 55.7%-25.1pp | 78.0%-47.3pp | 71.1%-40.5pp |
| Annual return | 11.69% | 8.92%+2.8pp | 9.42%+2.3pp | 48.65%-37.0pp |
| Employer contribution / active EE | $840 | $724+16.0% | $3,947-78.7% | $2,182-61.5% |
| Participant deferral / active EE | $1,388 | $1,383+0.3% | $3,930-64.7% | $3,356-58.7% |
| Admin fee / account holder | $8 | $61-87.6% | $6,418-99.9% | $70-89.3% |