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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,150 |
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 | $66,365 | $50,637+31.1% | $86,582-23.4% | $62,293+6.5% |
| Participation rate | 69.9% | 67.9%+2.0pp | 73.5%-3.7pp | 69.5%+0.3pp |
| Annual return | 17.34% | 20.80%-3.5pp | 965.08%-947.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $843 | $2,075-59.4% | $2,839-70.3% | $2,042-58.7% |
| Participant deferral / active EE | $2,508 | $2,611-3.9% | $3,609-30.5% | $3,169-20.9% |
| Admin fee / account holder | $45 | $413-89.0% | $4,904-99.1% | $479-90.5% |