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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $25,759 |
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 | $68,633 | $46,360+48.0% | $147,617-53.5% | $52,331+31.2% |
| Participation rate | 60.5% | 64.9%-4.5pp | 84.6%-24.2pp | 68.1%-7.6pp |
| Annual return | 0.86% | 1.62%-0.8pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,403 | $2,126-34.0% | $5,564-74.8% | $1,882-25.4% |
| Participant deferral / active EE | $1,784 | $2,258-21.0% | $4,895-63.6% | $3,022-41.0% |
| Admin fee / account holder | $1 | $766-99.9% | $11,612-100.0% | $592-99.9% |