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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,710 |
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 | $74,862 | $66,124+13.2% | $90,461-17.2% | $73,497+1.9% |
| Participation rate | 55.4% | 69.7%-14.3pp | 72.7%-17.3pp | 70.7%-15.3pp |
| Annual return | 15.75% | 17.65%-1.9pp | 1294.76%-1279.0pp | 28.51%-12.8pp |
| Employer contribution / active EE | $672 | $2,346-71.4% | $3,264-79.4% | $2,270-70.4% |
| Participant deferral / active EE | $2,169 | $3,039-28.6% | $3,964-45.3% | $3,740-42.0% |
| Admin fee / account holder | $44 | $396-89.0% | $5,617-99.2% | $513-91.5% |