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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,663 |
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 | $159,735 | $109,359+46.1% | $162,171-1.5% | $72,983+118.9% |
| Participation rate | 82.6% | 84.3%-1.6pp | 87.6%-4.9pp | 69.5%+13.1pp |
| Annual return | 21.12% | 25.46%-4.3pp | 115.60%-94.5pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,944 | $5,481+117.9% | $7,297+63.7% | $3,608+231.1% |
| Admin fee / account holder | $204 | $7,972-97.4% | $10,843-98.1% | $5,124-96.0% |