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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,933 |
Employer contribution per participant 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 | $57,468 | $61,214-6.1% | $83,322-31.0% | $56,287+2.1% |
| Participation rate | 87.3% | 72.6%+14.7pp | 77.8%+9.5pp | 69.9%+17.4pp |
| Annual return | -4.81% | 0.42%-5.2pp | 10.64%-15.4pp | -9.96%+5.2pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,322 | $5,091+83.1% | $5,565+67.5% | $3,350+178.3% |
| Admin fee / account holder | $8 | $512-98.5% | $7,540-99.9% | $521-98.6% |