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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,063 |
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 | $123,772 | $100,801+22.8% | $149,745-17.3% | $73,412+68.6% |
| Participation rate | 50.7% | 77.7%-27.0pp | 82.5%-31.8pp | 72.2%-21.5pp |
| Annual return | 21.62% | 265.34%-243.7pp | 276.72%-255.1pp | 59.30%-37.7pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,029 | $6,404-5.9% | $6,843-11.9% | $3,806+58.4% |
| Admin fee / account holder | $37 | $181-79.4% | $9,312-99.6% | $158-76.4% |