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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,525 |
Annual investment return 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 | $72,781 | $52,279+39.2% | $89,391-18.6% | $79,858-8.9% |
| Participation rate | 77.6% | 57.5%+20.0pp | 68.0%+9.6pp | 69.6%+7.9pp |
| Annual return | 9.78% | 22.16%-12.4pp | 245.62%-235.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,140 | $1,572+99.8% | $2,586+21.4% | $2,471+27.1% |
| Participant deferral / active EE | $4,554 | $2,740+66.2% | $3,890+17.1% | $3,740+21.8% |
| Admin fee / account holder | $30 | $3,356-99.1% | $4,881-99.4% | $5,306-99.4% |