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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,300 |
Annual investment return 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 | $44,114 | $58,083-24.0% | $80,019-44.9% | $56,287-21.6% |
| Participation rate | 82.6% | 73.6%+9.0pp | 75.8%+6.8pp | 69.9%+12.8pp |
| Annual return | -7.34% | 34.61%-41.9pp | 11.22%-18.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,537 | $1,932+31.3% | $2,468+2.8% | $2,111+20.2% |
| Participant deferral / active EE | $4,255 | $3,135+35.7% | $3,686+15.4% | $3,350+27.0% |
| Admin fee / account holder | $50 | $623-91.9% | $6,521-99.2% | $521-90.3% |