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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,250 |
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 | $46,917 | $73,102-35.8% | $123,544-62.0% | $56,287-16.6% |
| Participation rate | 95.5% | 74.3%+21.2pp | 82.3%+13.2pp | 69.9%+25.7pp |
| Annual return | -18.89% | 3.01%-21.9pp | 119.20%-138.1pp | -9.96%-8.9pp |
| Employer contribution / active EE | $3,137 | $2,977+5.4% | $4,628-32.2% | $2,111+48.6% |
| Participant deferral / active EE | $11,256 | $5,423+107.6% | $6,426+75.2% | $3,350+236.0% |
| Admin fee / account holder | $92 | $554-83.4% | $9,284-99.0% | $521-82.4% |