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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,788 |
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 | $57,525 | $46,423+23.9% | $75,900-24.2% | $67,582-14.9% |
| Participation rate | 35.3% | 63.1%-27.8pp | 69.3%-34.0pp | 71.3%-36.0pp |
| Annual return | 24.83% | 32.29%-7.5pp | 30.73%-5.9pp | 378.57%-353.7pp |
| Employer contribution / active EE | $494 | $1,406-64.9% | $2,501-80.2% | $2,148-77.0% |
| Participant deferral / active EE | $1,240 | $2,564-51.6% | $3,604-65.6% | $3,539-65.0% |
| Admin fee / account holder | $10 | $132-92.6% | $5,421-99.8% | $142-93.1% |