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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $498 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,573 | $63,924-25.6% | $108,579-56.2% | $55,167-13.8% |
| Participation rate | 77.3% | 74.3%+2.9pp | 79.6%-2.3pp | 69.0%+8.3pp |
| Annual return | 0.88% | 15.31%-14.4pp | -51.70%+52.6pp | 169.23%-168.3pp |
| Employer contribution / active EE | $623 | $1,879-66.8% | $3,758-83.4% | $1,963-68.2% |
| Participant deferral / active EE | $3,137 | $3,067+2.3% | $4,311-27.2% | $3,054+2.7% |
| Admin fee / account holder | $13 | $618-97.9% | $7,645-99.8% | $504-97.4% |