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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,153 |
Annual investment return 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 | $44,740 | $71,192-37.2% | $117,857-62.0% | $62,293-28.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 79.7%+3.7pp | 69.5%+13.8pp |
| Annual return | 13.61% | 18.66%-5.0pp | 335.09%-321.5pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,860 | $1,934-3.8% | $3,786-50.9% | $2,042-8.9% |
| Participant deferral / active EE | $3,589 | $3,189+12.6% | $4,482-19.9% | $3,169+13.2% |
| Admin fee / account holder | $86 | $587-85.3% | $8,020-98.9% | $479-82.0% |