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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $17,296 |
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 | $26,979 | $55,453-51.3% | $170,442-84.2% | $62,292-56.7% |
| Participation rate | 92.1% | 66.4%+25.8pp | 83.6%+8.5pp | 69.5%+22.6pp |
| Annual return | 20.88% | 21.38%-0.5pp | 205.93%-185.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $2,120 | $2,164-2.0% | $5,433-61.0% | $2,042+3.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $2 | $455-99.7% | $13,880-100.0% | $479-99.7% |