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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,576 |
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 | $59,787 | $97,954-39.0% | $115,170-48.1% | $77,775-23.1% |
| Participation rate | 35.0% | 52.3%-17.3pp | 75.9%-40.9pp | 73.2%-38.2pp |
| Annual return | 24.77% | 23.95%+0.8pp | 35.60%-10.8pp | 32.58%-7.8pp |
| Employer contribution / active EE | $1,022 | $927+10.3% | $3,179-67.9% | $2,504-59.2% |
| Participant deferral / active EE | $1,811 | $1,655+9.5% | $4,169-56.6% | $3,966-54.3% |
| Admin fee / account holder | $19 | $347-94.6% | $7,089-99.7% | $100-81.1% |