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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,164 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,298 | $33,780-93.2% | $74,551-96.9% | $75,289-96.9% |
| Participation rate | 86.5% | 62.7%+23.8pp | 69.1%+17.4pp | 72.4%+14.1pp |
| Annual return | -0.37% | -1.24%+0.9pp | 32.53%-32.9pp | -0.04%-0.3pp |
| Employer contribution / active EE | $0 | $845-100.0% | $1,961-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,042 | $1,890-44.9% | $3,108-66.5% | $3,739-72.1% |
| Admin fee / account holder | $22 | $86-74.5% | $5,059-99.6% | $102-78.4% |