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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,716 |
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 | $58,109 | $79,519-26.9% | $95,952-39.4% | $73,409-20.8% |
| Participation rate | 96.9% | 81.2%+15.7pp | 77.1%+19.8pp | 72.2%+24.7pp |
| Annual return | -2.38% | 19.20%-21.6pp | 91.61%-94.0pp | 59.29%-61.7pp |
| Employer contribution / active EE | $2,555 | $2,048+24.8% | $2,541+0.5% | $2,234+14.4% |
| Participant deferral / active EE | $3,679 | $4,138-11.1% | $4,167-11.7% | $3,805-3.3% |
| Admin fee / account holder | $129 | $184-30.0% | $6,795-98.1% | $158-18.3% |