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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,769 |
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 | $39,496 | $44,059-10.4% | $71,671-44.9% | $69,631-43.3% |
| Participation rate | 45.4% | 60.8%-15.3pp | 68.7%-23.3pp | 70.7%-25.3pp |
| Annual return | 18.27% | 21.97%-3.7pp | 20.65%-2.4pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $480 | $1,305-63.2% | $2,460-80.5% | $2,032-76.4% |
| Participant deferral / active EE | $1,783 | $2,370-24.8% | $3,438-48.1% | $3,224-44.7% |
| Admin fee / account holder | $42 | $108-61.4% | $5,558-99.3% | $110-62.4% |