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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,206 |
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 | $28,305 | $46,360-38.9% | $147,617-80.8% | $52,331-45.9% |
| Participation rate | 57.8% | 64.9%-7.1pp | 84.6%-26.8pp | 68.1%-10.3pp |
| Annual return | 4.66% | 1.62%+3.0pp | 61.98%-57.3pp | 4.54%+0.1pp |
| Employer contribution / active EE | $893 | $2,126-58.0% | $5,564-84.0% | $1,882-52.5% |
| Participant deferral / active EE | $2,594 | $2,258+14.9% | $4,895-47.0% | $3,022-14.2% |
| Admin fee / account holder | $41 | $766-94.7% | $11,612-99.7% | $592-93.1% |