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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,455 |
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 | $70,635 | $51,620+36.8% | $90,304-21.8% | $65,185+8.4% |
| Participation rate | 61.4% | 68.6%-7.2pp | 73.3%-11.8pp | 70.2%-8.8pp |
| Annual return | 20.94% | 24.94%-4.0pp | 78.13%-57.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $758 | $2,235-66.1% | $2,855-73.4% | $2,177-65.2% |
| Participant deferral / active EE | $2,257 | $2,871-21.4% | $3,885-41.9% | $3,514-35.8% |
| Admin fee / account holder | $47 | $384-87.7% | $5,354-99.1% | $847-94.4% |