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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $419 |
Employer contribution per participant 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 | $59,516 | $53,596+11.0% | $90,645-34.3% | $64,186-7.3% |
| Participation rate | 88.4% | 64.5%+23.9pp | 74.0%+14.4pp | 69.6%+18.8pp |
| Annual return | -5.56% | 4.41%-10.0pp | 1.88%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,771 | $2,459+53.4% | $3,425+10.1% | $3,470+8.7% |
| Admin fee / account holder | $12 | $3,868-99.7% | $4,994-99.8% | $4,888-99.8% |