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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,642 |
Participant 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 | $25,640 | $36,916-30.5% | $156,551-83.6% | $57,658-55.5% |
| Participation rate | 99.0% | 63.4%+35.6pp | 84.0%+15.0pp | 70.2%+28.8pp |
| Annual return | 6.10% | 12.38%-6.3pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $3,139 | $1,571+99.9% | $5,501-42.9% | $1,974+59.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $7 | $82-91.6% | $13,028-99.9% | $95-92.7% |