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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,525 |
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 | $97,921 | $60,165+62.8% | $74,184+32.0% | $55,167+77.5% |
| Participation rate | 68.6% | 74.2%-5.6pp | 76.6%-8.0pp | 69.0%-0.4pp |
| Annual return | 5.77% | 10.00%-4.2pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $926 | $1,600-42.1% | $2,370-60.9% | $1,963-52.8% |
| Participant deferral / active EE | $2,613 | $2,973-12.1% | $3,550-26.4% | $3,054-14.4% |
| Admin fee / account holder | $21 | $419-95.1% | $5,586-99.6% | $504-95.9% |