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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,054 | $99,957-28.9% | $149,745-52.6% | $73,497-3.3% |
| Participation rate | 92.6% | 75.7%+16.9pp | 82.5%+10.1pp | 70.7%+21.9pp |
| Annual return | 5.07% | 53.87%-48.8pp | 276.72%-271.7pp | 28.51%-23.4pp |
| Employer contribution / active EE | $1,583 | $3,191-50.4% | $4,646-65.9% | $2,270-30.3% |
| Participant deferral / active EE | $6,096 | $6,073+0.4% | $6,843-10.9% | $3,740+63.0% |
| Admin fee / account holder | $49 | $551-91.0% | $9,312-99.5% | $513-90.4% |