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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,532 |
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 | $82,747 | $81,537+1.5% | $149,721-44.7% | $69,631+18.8% |
| Participation rate | 80.6% | 86.1%-5.5pp | 87.1%-6.5pp | 70.7%+9.9pp |
| Annual return | 25.91% | 22.79%+3.1pp | 1501.67%-1475.8pp | 27571.02%-27545.1pp |
| Employer contribution / active EE | $2 | $3,239-99.9% | $5,444-100.0% | $2,032-99.9% |
| Participant deferral / active EE | $9,119 | $4,994+82.6% | $6,568+38.8% | $3,224+182.9% |
| Admin fee / account holder | $28 | $107-73.9% | $11,282-99.8% | $110-74.8% |