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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,056 |
Annual investment return 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 | $80,551 | $58,083+38.7% | $80,019+0.7% | $56,287+43.1% |
| Participation rate | 77.9% | 73.6%+4.3pp | 75.8%+2.1pp | 69.9%+8.1pp |
| Annual return | -8.07% | 34.61%-42.7pp | 11.22%-19.3pp | -9.96%+1.9pp |
| Employer contribution / active EE | $3,554 | $1,932+83.9% | $2,468+44.0% | $2,111+68.3% |
| Participant deferral / active EE | $3,465 | $3,135+10.5% | $3,686-6.0% | $3,350+3.4% |
| Admin fee / account holder | $16 | $623-97.4% | $6,521-99.8% | $521-96.9% |