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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $19,195 |
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 | $44,615 | $46,360-3.8% | $147,617-69.8% | $52,331-14.7% |
| Participation rate | 75.5% | 64.9%+10.5pp | 84.6%-9.2pp | 68.1%+7.3pp |
| Annual return | 0.65% | 1.62%-1.0pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,644 | $2,258+61.4% | $4,895-25.6% | $3,022+20.6% |
| Admin fee / account holder | $3 | $766-99.6% | $11,612-100.0% | $592-99.5% |