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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,678 |
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 | $62,165 | $51,466+20.8% | $78,778-21.1% | $62,293-0.2% |
| Participation rate | 42.8% | 59.8%-17.0pp | 69.2%-26.4pp | 69.5%-26.7pp |
| Annual return | 19.54% | 19.96%-0.4pp | 35.62%-16.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $831 | $827+0.4% | $1,986-58.2% | $2,042-59.3% |
| Participant deferral / active EE | $1,713 | $2,147-20.2% | $2,958-42.1% | $3,169-45.9% |
| Admin fee / account holder | $248 | $489-49.2% | $5,134-95.2% | $479-48.2% |