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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,261 | $77,816-29.0% | $123,552-55.3% | $64,173-13.9% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.8pp |
| Annual return | -4.54% | 12.49%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $320 | $3,014-89.4% | $4,628-93.1% | $2,381-86.5% |
| Participant deferral / active EE | $10,825 | $5,240+106.6% | $6,426+68.5% | $3,470+212.0% |
| Admin fee / account holder | $13 | $5,519-99.8% | $9,285-99.9% | $4,887-99.7% |