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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,445 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,006 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,712 | $61,214-20.4% | $83,333-41.5% | $56,287-13.5% |
| Participation rate | 89.1% | 72.6%+16.6pp | 77.8%+11.4pp | 69.9%+19.3pp |
| Annual return | -6.16% | 0.42%-6.6pp | 10.63%-16.8pp | -9.96%+3.8pp |
| Employer contribution / active EE | $83 | $1,925-95.7% | $3,379-97.5% | $2,111-96.0% |
| Participant deferral / active EE | $5,874 | $5,091+15.4% | $5,565+5.6% | $3,350+75.4% |
| Admin fee / account holder | $273 | $512-46.7% | $7,510-96.4% | $521-47.7% |