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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,016 |
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 | $41,455 | $75,183-44.9% | $123,894-66.5% | $55,167-24.9% |
| Participation rate | 39.3% | 72.8%-33.5pp | 81.4%-42.1pp | 69.0%-29.7pp |
| Annual return | 9.08% | 19.01%-9.9pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,447 | $2,823-48.8% | $4,617-68.7% | $1,963-26.3% |
| Participant deferral / active EE | $3,982 | $5,084-21.7% | $5,984-33.5% | $3,054+30.4% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.2% |