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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $836 |
Annual investment return 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 | $25,495 | $88,324-71.1% | $115,038-77.8% | $55,191-53.8% |
| Participation rate | 71.4% | 72.5%-1.2pp | 81.4%-10.0pp | 69.2%+2.2pp |
| Annual return | -2.44% | 6.30%-8.7pp | 26.14%-28.6pp | 10.78%-13.2pp |
| Employer contribution / active EE | $2,470 | $2,805-12.0% | $4,608-46.4% | $1,899+30.1% |
| Participant deferral / active EE | $3,855 | $5,042-23.5% | $6,026-36.0% | $3,046+26.5% |
| Admin fee / account holder | $32 | $105-69.5% | $8,175-99.6% | $91-64.6% |