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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,154 |
Participant 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 | $43,645 | $64,909-32.8% | $82,313-47.0% | $62,292-29.9% |
| Participation rate | 95.9% | 74.9%+21.0pp | 76.9%+19.0pp | 69.5%+26.4pp |
| Annual return | 16.99% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,199 | $1,676-28.5% | $2,428-50.6% | $2,042-41.3% |
| Participant deferral / active EE | $1,362 | $3,103-56.1% | $3,706-63.3% | $3,169-57.0% |
| Admin fee / account holder | -$14 | $440-103.3% | $5,608-100.3% | $479-103.0% |