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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,456 |
Employer 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 | $142,882 | $72,177+98.0% | $115,038+24.2% | $59,633+139.6% |
| Participation rate | 86.1% | 72.6%+13.6pp | 81.4%+4.7pp | 68.7%+17.4pp |
| Annual return | 3.09% | 12.02%-8.9pp | 26.14%-23.0pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,935 | $4,783+107.7% | $6,026+64.9% | $3,192+211.3% |
| Admin fee / account holder | $15 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |