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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,135 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,640 | $69,305-26.9% | $82,313-38.5% | $69,631-27.3% |
| Participation rate | 97.0% | 80.3%+16.7pp | 76.9%+20.1pp | 70.7%+26.3pp |
| Annual return | 13.07% | 21.47%-8.4pp | 25.88%-12.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $2,347 | $1,887+24.4% | $2,428-3.3% | $2,032+15.5% |
| Participant deferral / active EE | $3,135 | $3,568-12.2% | $3,706-15.4% | $3,224-2.8% |
| Admin fee / account holder | $44 | $97-54.6% | $5,608-99.2% | $110-60.1% |