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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 37 · EIN 74-1625348 | Loan Processing | $2,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $16,707 | $36,916-54.7% | $156,549-89.3% | $57,658-71.0% |
| Participation rate | 38.9% | 63.4%-24.5pp | 84.0%-45.1pp | 70.2%-31.3pp |
| Annual return | 7.80% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $98 | $1,571-93.8% | $5,501-98.2% | $1,974-95.0% |
| Participant deferral / active EE | $1,101 | $1,926-42.8% | $4,871-77.4% | $3,061-64.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |