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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,481 |
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 | $42,747 | $56,095-23.8% | $178,499-76.1% | $90,274-52.6% |
| Participation rate | 45.3% | 65.6%-20.2pp | 81.9%-36.6pp | 73.4%-28.0pp |
| Annual return | 14.40% | 28.81%-14.4pp | 151.10%-136.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $218 | $1,572-86.1% | $5,011-95.6% | $2,523-91.3% |
| Participant deferral / active EE | $1,593 | $2,669-40.3% | $5,202-69.4% | $4,231-62.3% |
| Admin fee / account holder | $5 | $101-95.3% | $13,986-100.0% | $114-95.9% |