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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,030 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,667 | $62,267-65.2% | $110,243-80.3% | $55,725-61.1% |
| Participation rate | 97.4% | 78.1%+19.3pp | 79.8%+17.6pp | 70.9%+26.5pp |
| Annual return | -7.27% | -1.07%-6.2pp | 314.76%-322.0pp | 244.93%-252.2pp |
| Employer contribution / active EE | $709 | $1,941-63.5% | $3,827-81.5% | $2,078-65.9% |
| Participant deferral / active EE | $2,308 | $3,516-34.4% | $4,672-50.6% | $3,356-31.2% |
| Admin fee / account holder | $31 | $121-74.4% | $8,548-99.6% | $115-73.1% |