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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,167 |
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 | $46,624 | $50,666-8.0% | $76,817-39.3% | $65,185-28.5% |
| Participation rate | 91.2% | 68.8%+22.4pp | 72.1%+19.2pp | 70.2%+21.0pp |
| Annual return | 19.62% | 28.51%-8.9pp | 1166.11%-1146.5pp | 29.38%-9.8pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,603 | $2,647-39.4% | $3,336-52.0% | $3,514-54.4% |
| Admin fee / account holder | $20 | $463-95.7% | $6,420-99.7% | $847-97.6% |