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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,473 |
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 | $101,590 | $58,726+73.0% | $92,240+10.1% | $62,293+63.1% |
| Participation rate | 38.8% | 68.3%-29.5pp | 76.5%-37.7pp | 69.5%-30.7pp |
| Annual return | 26.73% | 43.62%-16.9pp | 176.29%-149.6pp | 28.90%-2.2pp |
| Employer contribution / active EE | $1,012 | $2,392-57.7% | $3,680-72.5% | $2,042-50.4% |
| Participant deferral / active EE | $3,487 | $2,766+26.1% | $3,897-10.5% | $3,169+10.0% |
| Admin fee / account holder | $26 | $556-95.4% | $5,194-99.5% | $479-94.7% |