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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $14,592 |
Participant 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 | $20,862 | $46,360-55.0% | $147,617-85.9% | $52,331-60.1% |
| Participation rate | 88.5% | 64.9%+23.6pp | 84.6%+3.9pp | 68.1%+20.4pp |
| Annual return | 1.12% | 1.62%-0.5pp | 61.98%-60.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,792 | $2,126-15.7% | $5,564-67.8% | $1,882-4.8% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $766-99.8% | $11,612-100.0% | $592-99.8% |