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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,545 |
Employer 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 | $132,523 | $100,041+32.5% | $149,718-11.5% | $70,131+89.0% |
| Participation rate | 86.0% | 83.6%+2.4pp | 87.1%-1.0pp | 69.5%+16.5pp |
| Annual return | 14.94% | 27.43%-12.5pp | 1501.70%-1486.8pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $13,122 | $4,983+163.4% | $6,568+99.8% | $3,332+293.9% |
| Admin fee / account holder | $14 | $8,286-99.8% | $11,283-99.9% | $4,645-99.7% |