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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $24,134 |
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 | $39,063 | $58,888-33.7% | $178,499-78.1% | $73,493-46.8% |
| Participation rate | 83.5% | 66.2%+17.2pp | 81.9%+1.5pp | 70.7%+12.8pp |
| Annual return | 16.24% | 24.86%-8.6pp | 151.10%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,571 | $2,236+15.0% | $5,011-48.7% | $2,270+13.3% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $400-99.5% | $13,986-100.0% | $513-99.6% |