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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,444 |
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 | $55,084 | $66,302-16.9% | $110,243-50.0% | $56,287-2.1% |
| Participation rate | 64.1% | 74.9%-10.8pp | 79.8%-15.8pp | 69.9%-5.8pp |
| Annual return | -4.41% | -1.18%-3.2pp | 314.76%-319.2pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,641 | $2,047-19.8% | $3,827-57.1% | $2,111-22.3% |
| Participant deferral / active EE | $3,746 | $3,381+10.8% | $4,672-19.8% | $3,350+11.8% |
| Admin fee / account holder | $20 | $698-97.2% | $8,548-99.8% | $521-96.2% |