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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $13,990 |
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 | $28,135 | $53,128-47.0% | $86,582-67.5% | $70,126-59.9% |
| Participation rate | 46.3% | 65.3%-19.0pp | 73.5%-27.2pp | 69.5%-23.2pp |
| Annual return | 16.99% | 27.66%-10.7pp | 965.08%-948.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $341 | $2,068-83.5% | $2,839-88.0% | $2,343-85.5% |
| Participant deferral / active EE | $826 | $2,695-69.3% | $3,609-77.1% | $3,332-75.2% |
| Admin fee / account holder | $18 | $3,584-99.5% | $4,904-99.6% | $4,645-99.6% |