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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,756 |
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 | $42,605 | $41,467+2.7% | $67,313-36.7% | $55,725-23.5% |
| Participation rate | 37.6% | 62.5%-24.9pp | 69.1%-31.5pp | 70.9%-33.3pp |
| Annual return | -6.31% | 0.82%-7.1pp | -4.08%-2.2pp | 244.93%-251.2pp |
| Employer contribution / active EE | $464 | $1,316-64.8% | $2,566-81.9% | $2,078-77.7% |
| Participant deferral / active EE | $1,141 | $2,399-52.4% | $3,568-68.0% | $3,356-66.0% |
| Admin fee / account holder | $8 | $102-92.0% | $4,507-99.8% | $115-92.9% |