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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,626 |
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 | $54,143 | $80,753-33.0% | $136,294-60.3% | $62,292-13.1% |
| Participation rate | 95.7% | 73.5%+22.2pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 13.67% | 35.83%-22.2pp | 5155.94%-5142.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $3,094 | $2,884+7.3% | $4,695-34.1% | $2,042+51.5% |
| Participant deferral / active EE | $10,444 | $5,164+102.2% | $6,247+67.2% | $3,169+229.6% |
| Admin fee / account holder | $22 | $525-95.8% | $9,243-99.8% | $479-95.4% |