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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,075 |
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 | $42,159 | $73,404-42.6% | $87,104-51.6% | $67,579-37.6% |
| Participation rate | 45.1% | 80.9%-35.8pp | 76.9%-31.8pp | 71.3%-26.2pp |
| Annual return | 35.63% | 48.29%-12.7pp | 28.19%+7.4pp | 378.56%-342.9pp |
| Employer contribution / active EE | $1,742 | $2,014-13.5% | $2,521-30.9% | $2,148-18.9% |
| Participant deferral / active EE | $3,575 | $3,913-8.6% | $4,048-11.7% | $3,539+1.0% |
| Admin fee / account holder | $22 | $142-84.8% | $7,491-99.7% | $142-84.9% |