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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $1,355 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,951 | $49,255+21.7% | $70,494-15.0% | $79,856-24.9% |
| Participation rate | 86.7% | 69.2%+17.6pp | 75.1%+11.7pp | 69.6%+17.1pp |
| Annual return | 11.46% | 30.10%-18.6pp | 109.16%-97.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,132 | $2,100+49.2% | $2,738+14.4% | $2,471+26.8% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |