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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,205 |
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 | $62,036 | $46,732+32.7% | $156,551-60.4% | $55,167+12.5% |
| Participation rate | 50.7% | 65.8%-15.1pp | 84.0%-33.3pp | 69.0%-18.3pp |
| Annual return | 65.17% | 17.72%+47.5pp | 32.23%+32.9pp | 169.23%-104.1pp |
| Employer contribution / active EE | $549 | $2,105-73.9% | $5,501-90.0% | $1,963-72.0% |
| Participant deferral / active EE | $1,919 | $2,204-13.0% | $4,871-60.6% | $3,054-37.2% |
| Admin fee / account holder | $77 | $418-81.7% | $13,028-99.4% | $504-84.8% |