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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,594 |
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 | $93,367 | $88,515+5.5% | $162,177-42.4% | $67,579+38.2% |
| Participation rate | 84.2% | 86.8%-2.6pp | 87.6%-3.3pp | 71.3%+12.9pp |
| Annual return | 30.66% | 27.04%+3.6pp | 115.60%-84.9pp | 378.56%-347.9pp |
| Employer contribution / active EE | $1 | $3,563-100.0% | $5,613-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $10,628 | $5,724+85.7% | $7,297+45.6% | $3,539+200.3% |
| Admin fee / account holder | $3 | $124-97.7% | $10,843-100.0% | $142-98.0% |