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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,628 |
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 | $37,957 | $63,764-40.5% | $81,926-53.7% | $79,858-52.5% |
| Participation rate | 61.5% | 67.5%-6.0pp | 72.0%-10.5pp | 69.6%-8.1pp |
| Annual return | 19.40% | 22.66%-3.3pp | 29.49%-10.1pp | 31.72%-12.3pp |
| Employer contribution / active EE | $3,442 | $1,795+91.7% | $4,310-20.2% | $2,471+39.3% |
| Participant deferral / active EE | $5,865 | $2,780+110.9% | $7,108-17.5% | $3,740+56.8% |
| Admin fee / account holder | $103 | $4,426-97.7% | $5,159-98.0% | $5,306-98.1% |