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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $15,697 |
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 | $22,721 | $46,732-51.4% | $156,551-85.5% | $55,167-58.8% |
| Participation rate | 75.4% | 65.8%+9.6pp | 84.0%-8.7pp | 69.0%+6.4pp |
| Annual return | 6.55% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,061 | $2,204-6.5% | $4,871-57.7% | $3,054-32.5% |
| Admin fee / account holder | $2 | $418-99.6% | $13,028-100.0% | $504-99.7% |