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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,794 |
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 | $19,901 | $46,360-57.1% | $147,618-86.5% | $52,331-62.0% |
| Participation rate | 53.1% | 64.9%-11.9pp | 84.6%-31.5pp | 68.1%-15.0pp |
| Annual return | 0.67% | 1.62%-0.9pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $277 | $2,126-87.0% | $5,565-95.0% | $1,882-85.3% |
| Participant deferral / active EE | $1,845 | $2,258-18.3% | $4,895-62.3% | $3,022-39.0% |
| Admin fee / account holder | $24 | $766-96.9% | $11,612-99.8% | $592-96.0% |