| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,638 |
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 | $9,710 | $57,606-83.1% | $67,313-85.6% | $75,289-87.1% |
| Participation rate | 90.6% | 68.2%+22.4pp | 69.1%+21.6pp | 72.4%+18.2pp |
| Annual return | 0.00% | -0.47%+0.5pp | -4.08%+4.1pp | -0.04%0pp |
| Employer contribution / active EE | $401 | $2,206-81.8% | $2,566-84.4% | $2,405-83.3% |
| Participant deferral / active EE | $1,108 | $3,195-65.3% | $3,568-68.9% | $3,739-70.4% |
| Admin fee / account holder | $1 | $83-98.8% | $4,507-100.0% | $102-99.1% |