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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,305 |
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 | $78,071 | $62,324+25.3% | $68,509+14.0% | $55,191+41.5% |
| Participation rate | 76.8% | 78.9%-2.1pp | 74.7%+2.1pp | 69.2%+7.6pp |
| Annual return | 2.38% | 4.26%-1.9pp | 8.27%-5.9pp | 10.78%-8.4pp |
| Employer contribution / active EE | $407 | $2,223-81.7% | $2,278-82.1% | $1,899-78.6% |
| Participant deferral / active EE | $2,093 | $3,425-38.9% | $3,382-38.1% | $3,046-31.3% |
| Admin fee / account holder | $14 | $91-84.7% | $5,275-99.7% | $91-84.6% |