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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $882 |
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 | $30,322 | $54,237-44.1% | $90,324-66.4% | $67,582-55.1% |
| Participation rate | 65.7% | 68.6%-3.0pp | 73.3%-7.6pp | 71.3%-5.6pp |
| Annual return | 26.47% | 37.27%-10.8pp | 78.15%-51.7pp | 378.57%-352.1pp |
| Employer contribution / active EE | $2,385 | $1,846+29.2% | $2,856-16.5% | $2,148+11.1% |
| Participant deferral / active EE | $3,267 | $2,625+24.5% | $3,885-15.9% | $3,539-7.7% |
| Admin fee / account holder | $1 | $123-98.9% | $5,356-100.0% | $142-99.0% |