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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,640 |
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 | $44,120 | $57,103-22.7% | $87,502-49.6% | $57,658-23.5% |
| Participation rate | 60.7% | 64.3%-3.6pp | 73.8%-13.1pp | 70.2%-9.5pp |
| Annual return | 6.56% | 12.71%-6.1pp | 12.21%-5.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,539 | $1,107+39.0% | $2,550-39.7% | $1,974-22.1% |
| Participant deferral / active EE | $3,148 | $2,250+39.9% | $3,1490% | $3,061+2.9% |
| Admin fee / account holder | $35 | $281-87.4% | $4,221-99.2% | $95-62.7% |