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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,798 |
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 | $33,130 | $57,108-42.0% | $94,229-64.8% | $52,331-36.7% |
| Participation rate | 60.5% | 72.9%-12.5pp | 78.8%-18.3pp | 68.1%-7.6pp |
| Annual return | 0.56% | 1.47%-0.9pp | 10.68%-10.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,658 | $1,735-4.4% | $3,587-53.8% | $1,882-11.9% |
| Participant deferral / active EE | $3,451 | $3,040+13.5% | $4,320-20.1% | $3,022+14.2% |
| Admin fee / account holder | $23 | $546-95.8% | $6,269-99.6% | $592-96.2% |