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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,845 | $30,633+49.7% | $67,704-32.3% | $67,505-32.1% |
| Participation rate | 15.7% | 35.6%-19.9pp | 67.5%-51.8pp | 71.2%-55.5pp |
| Annual return | 0.51% | 9.81%-9.3pp | 25.41%-24.9pp | 6.52%-6.0pp |
| Employer contribution / active EE | $212 | $771-72.5% | $2,559-91.7% | $2,173-90.2% |
| Participant deferral / active EE | $725 | $1,242-41.6% | $3,585-79.8% | $3,597-79.8% |
| Admin fee / account holder | -$20 | $71-128.2% | $4,255-100.5% | $56-135.7% |