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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $855 |
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 | $37,795 | $45,382-16.7% | $154,108-75.5% | $75,289-49.8% |
| Participation rate | 88.2% | 65.9%+22.3pp | 83.0%+5.1pp | 72.4%+15.7pp |
| Annual return | -4.95% | -0.47%-4.5pp | 735.21%-740.2pp | -0.04%-4.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,963 | $2,384+66.2% | $5,081-22.0% | $3,739+6.0% |
| Admin fee / account holder | $1 | $89-99.4% | $13,411-100.0% | $102-99.4% |