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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $56,804 |
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 | $59,911 | $37,117+61.4% | $147,617-59.4% | $55,191+8.6% |
| Participation rate | 55.4% | 63.6%-8.2pp | 84.6%-29.3pp | 69.2%-13.8pp |
| Annual return | 8.56% | 3.44%+5.1pp | 61.98%-53.4pp | 10.78%-2.2pp |
| Employer contribution / active EE | $883 | $1,620-45.5% | $5,565-84.1% | $1,899-53.5% |
| Participant deferral / active EE | $1,533 | $1,985-22.8% | $4,895-68.7% | $3,046-49.7% |
| Admin fee / account holder | $2 | $86-97.6% | $11,611-100.0% | $91-97.8% |