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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
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 | $73,315 | $73,102+0.3% | $123,553-40.7% | $56,289+30.2% |
| Participation rate | 46.4% | 74.3%-28.0pp | 82.3%-35.9pp | 69.9%-23.5pp |
| Annual return | -4.02% | 3.01%-7.0pp | 119.21%-123.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,027 | $5,423+11.1% | $6,426-6.2% | $3,350+79.9% |
| Admin fee / account holder | $12 | $554-97.7% | $9,284-99.9% | $521-97.6% |