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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,293 |
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 | $79,048 | $49,138+60.9% | $84,021-5.9% | $65,185+21.3% |
| Participation rate | 37.2% | 60.7%-23.6pp | 69.0%-31.8pp | 70.2%-33.0pp |
| Annual return | 27.42% | 23.00%+4.4pp | 71.32%-43.9pp | 29.38%-2.0pp |
| Employer contribution / active EE | $761 | $914-16.7% | $1,984-61.7% | $2,177-65.0% |
| Participant deferral / active EE | $1,579 | $2,397-34.1% | $3,239-51.2% | $3,514-55.1% |
| Admin fee / account holder | $223 | $543-59.0% | $6,102-96.3% | $847-73.7% |