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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,290 |
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 | $44,904 | $65,557-31.5% | $105,736-57.5% | $56,289-20.2% |
| Participation rate | 52.9% | 63.4%-10.5pp | 76.3%-23.5pp | 69.9%-17.0pp |
| Annual return | -0.81% | -1.32%+0.5pp | 6.27%-7.1pp | -9.96%+9.1pp |
| Employer contribution / active EE | $1,495 | $1,788-16.4% | $3,268-54.3% | $2,111-29.2% |
| Participant deferral / active EE | $2,718 | $2,418+12.4% | $4,080-33.4% | $3,350-18.9% |
| Admin fee / account holder | $140 | $561-75.1% | $6,913-98.0% | $521-73.2% |