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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,034 |
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 | $30,296 | $37,213-18.6% | $156,551-80.6% | $63,975-52.6% |
| Participation rate | 39.7% | 65.0%-25.3pp | 84.0%-44.3pp | 71.1%-31.5pp |
| Annual return | 8.43% | 47.89%-39.5pp | 32.23%-23.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $191 | $1,357-86.0% | $5,501-96.5% | $2,182-91.3% |
| Participant deferral / active EE | $1,143 | $2,070-44.8% | $4,871-76.5% | $3,356-65.9% |
| Admin fee / account holder | $9 | $56-83.7% | $13,028-99.9% | $70-87.0% |