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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,248 |
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 | $38,195 | $32,913+16.0% | $80,004-52.3% | $59,188-35.5% |
| Participation rate | 58.0% | 56.9%+1.1pp | 73.0%-15.0pp | 69.4%-11.4pp |
| Annual return | 0.85% | 1.16%-0.3pp | 7.63%-6.8pp | 5.51%-4.7pp |
| Employer contribution / active EE | $1,454 | $789+84.3% | $2,473-41.2% | $2,098-30.7% |
| Participant deferral / active EE | $2,990 | $1,686+77.3% | $3,204-6.7% | $3,265-8.4% |
| Admin fee / account holder | $47 | $40+17.9% | $5,033-99.1% | $92-48.8% |