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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,285 |
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 | $64,277 | $44,873+43.2% | $79,467-19.1% | $56,289+14.2% |
| Participation rate | 66.7% | 68.7%-2.1pp | 73.3%-6.7pp | 69.9%-3.2pp |
| Annual return | -5.97% | 0.81%-6.8pp | 718.30%-724.3pp | -9.96%+4.0pp |
| Employer contribution / active EE | $806 | $2,140-62.3% | $2,800-71.2% | $2,111-61.8% |
| Participant deferral / active EE | $2,582 | $2,746-6.0% | $3,704-30.3% | $3,350-22.9% |
| Admin fee / account holder | $38 | $418-90.8% | $5,104-99.2% | $521-92.6% |