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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
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 | $92,014 | $89,652+2.6% | $141,197-34.8% | $65,186+41.2% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.5%-32.5pp | 70.2%-20.2pp |
| Annual return | 24.80% | 32.79%-8.0pp | 71.41%-46.6pp | 29.39%-4.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,527 | $5,691+14.7% | $6,710-2.7% | $3,514+85.7% |
| Admin fee / account holder | $22 | $569-96.1% | $10,265-99.8% | $847-97.4% |