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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,055 |
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 | $66,642 | $56,640+17.7% | $80,977-17.7% | $57,658+15.6% |
| Participation rate | 88.7% | 75.9%+12.8pp | 75.8%+12.9pp | 70.2%+18.4pp |
| Annual return | 6.75% | 19.97%-13.2pp | 17.11%-10.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,240 | $2,085-40.5% | $3,715-66.6% | $1,974-37.2% |
| Participant deferral / active EE | $4,399 | $4,944-11.0% | $5,696-22.8% | $3,061+43.7% |
| Admin fee / account holder | $7 | $87-91.7% | $5,517-99.9% | $95-92.4% |