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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,720 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,338 | $45,825-51.3% | $90,645-75.4% | $56,287-60.3% |
| Participation rate | 80.7% | 66.7%+14.0pp | 74.0%+6.7pp | 69.9%+10.9pp |
| Annual return | -7.14% | 38.64%-45.8pp | 1.88%-9.0pp | -9.96%+2.8pp |
| Employer contribution / active EE | $211 | $1,372-84.6% | $2,532-91.7% | $2,111-90.0% |
| Participant deferral / active EE | $1,981 | $2,562-22.7% | $3,425-42.2% | $3,350-40.9% |
| Admin fee / account holder | $52 | $413-87.3% | $4,994-98.9% | $521-89.9% |