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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,600 |
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 | $55,092 | $88,122-37.5% | $141,162-61.0% | $67,579-18.5% |
| Participation rate | 95.3% | 76.5%+18.8pp | 82.5%+12.8pp | 71.3%+24.0pp |
| Annual return | 11.30% | 75.40%-64.1pp | 71.39%-60.1pp | 378.56%-367.3pp |
| Employer contribution / active EE | $2,851 | $3,224-11.6% | $4,735-39.8% | $2,148+32.8% |
| Participant deferral / active EE | $11,526 | $5,958+93.5% | $6,709+71.8% | $3,539+225.7% |
| Admin fee / account holder | $78 | $131-40.5% | $10,261-99.2% | $142-45.3% |