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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,524 |
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 | $37,826 | $70,002-46.0% | $115,038-67.1% | $52,331-27.7% |
| Participation rate | 40.8% | 72.1%-31.3pp | 81.4%-40.6pp | 68.1%-27.3pp |
| Annual return | -0.60% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,299 | $2,715-52.2% | $4,608-71.8% | $1,882-31.0% |
| Participant deferral / active EE | $3,447 | $4,920-29.9% | $6,026-42.8% | $3,022+14.1% |
| Admin fee / account holder | $20 | $566-96.5% | $8,175-99.8% | $592-96.7% |