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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,538 |
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 | $42,804 | $63,924-33.0% | $108,582-60.6% | $55,167-22.4% |
| Participation rate | 59.3% | 74.3%-15.0pp | 79.6%-20.3pp | 69.0%-9.7pp |
| Annual return | 7.90% | 15.31%-7.4pp | -51.70%+59.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,606 | $1,879-14.5% | $3,758-57.3% | $1,963-18.2% |
| Participant deferral / active EE | $3,348 | $3,067+9.2% | $4,311-22.3% | $3,054+9.6% |
| Admin fee / account holder | $22 | $618-96.5% | $7,645-99.7% | $504-95.7% |