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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
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 | $69,626 | $51,288+35.8% | $81,982-15.1% | $73,412-5.2% |
| Participation rate | 35.5% | 64.0%-28.4pp | 69.3%-33.7pp | 72.2%-36.6pp |
| Annual return | 19.67% | 29.48%-9.8pp | 41.31%-21.6pp | 59.30%-39.6pp |
| Employer contribution / active EE | $648 | $1,487-56.4% | $2,498-74.1% | $2,234-71.0% |
| Participant deferral / active EE | $1,295 | $2,715-52.3% | $3,722-65.2% | $3,806-66.0% |
| Admin fee / account holder | $7 | $125-94.7% | $5,665-99.9% | $158-95.8% |