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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
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 | $67,107 | $58,655+14.4% | $91,994-27.1% | $65,185+2.9% |
| Participation rate | 91.6% | 75.3%+16.3pp | 78.6%+12.9pp | 70.2%+21.4pp |
| Annual return | 24.92% | 33.92%-9.0pp | 69.03%-44.1pp | 29.38%-4.5pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,060 | $5,474+65.5% | $5,923+53.0% | $3,514+157.8% |
| Admin fee / account holder | $5 | $434-98.8% | $7,743-99.9% | $847-99.4% |