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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,125 |
Annual investment return 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 | $79,338 | $79,519-0.2% | $95,960-17.3% | $73,412+8.1% |
| Participation rate | 73.2% | 81.2%-8.0pp | 77.1%-3.9pp | 72.2%+1.0pp |
| Annual return | 11.14% | 19.20%-8.1pp | 91.63%-80.5pp | 59.30%-48.2pp |
| Employer contribution / active EE | $1,643 | $2,048-19.8% | $2,541-35.3% | $2,234-26.4% |
| Participant deferral / active EE | $2,087 | $4,138-49.6% | $4,167-49.9% | $3,806-45.2% |
| Admin fee / account holder | $98 | $184-46.9% | $6,797-98.6% | $158-38.0% |