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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,887 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,648 | $53,925+6.9% | $75,670-23.8% | $69,631-17.2% |
| Participation rate | 88.6% | 71.2%+17.4pp | 72.3%+16.2pp | 70.7%+17.9pp |
| Annual return | 11.78% | 17.84%-6.1pp | 27.34%-15.6pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $1,457 | $1,802-19.1% | $2,352-38.0% | $2,032-28.3% |
| Participant deferral / active EE | $2,370 | $2,569-7.8% | $3,142-24.6% | $3,224-26.5% |
| Admin fee / account holder | $21 | $97-78.5% | $5,800-99.6% | $110-81.1% |