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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,807 |
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 | $120,270 | $59,186+103.2% | $76,768+56.7% | $56,287+113.7% |
| Participation rate | 68.6% | 75.2%-6.6pp | 77.0%-8.4pp | 69.9%-1.2pp |
| Annual return | 4.78% | 6.62%-1.8pp | 2.43%+2.3pp | -9.96%+14.7pp |
| Employer contribution / active EE | $1,404 | $1,759-20.2% | $2,485-43.5% | $2,111-33.5% |
| Participant deferral / active EE | $3,025 | $3,255-7.0% | $3,852-21.4% | $3,350-9.7% |
| Admin fee / account holder | $43 | $489-91.1% | $6,675-99.4% | $521-91.7% |