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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,275 |
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 | $91,577 | $54,320+68.6% | $67,652+35.4% | $52,331+75.0% |
| Participation rate | 65.3% | 73.6%-8.3pp | 75.7%-10.4pp | 68.1%-2.8pp |
| Annual return | 1.89% | 6.81%-4.9pp | 6625.40%-6623.5pp | 4.54%-2.7pp |
| Employer contribution / active EE | $802 | $1,544-48.0% | $2,266-64.6% | $1,882-57.4% |
| Participant deferral / active EE | $2,280 | $2,950-22.7% | $3,560-36.0% | $3,022-24.6% |
| Admin fee / account holder | $74 | $527-85.9% | $4,821-98.5% | $592-87.5% |