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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,663 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,418 | $46,297+19.7% | $71,671-22.7% | $62,293-11.0% |
| Participation rate | 39.6% | 60.6%-21.1pp | 68.7%-29.2pp | 69.5%-29.9pp |
| Annual return | 18.56% | 22.32%-3.8pp | 20.65%-2.1pp | 28.90%-10.3pp |
| Employer contribution / active EE | $556 | $1,412-60.6% | $2,460-77.4% | $2,042-72.8% |
| Participant deferral / active EE | $1,120 | $2,235-49.9% | $3,438-67.4% | $3,169-64.7% |
| Admin fee / account holder | $9 | $461-98.0% | $5,558-99.8% | $479-98.1% |