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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
Employer contribution per participant 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 | $56,290 | $155,795-63.9% | $136,298-58.7% | $69,631-19.2% |
| Participation rate | 93.3% | 75.2%+18.0pp | 81.9%+11.4pp | 70.7%+22.6pp |
| Annual return | 20.20% | 232464.33%-232444.1pp | 5156.27%-5136.1pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $514 | $2,991-82.8% | $4,696-89.0% | $2,032-74.7% |
| Participant deferral / active EE | $5,281 | $5,394-2.1% | $6,247-15.5% | $3,224+63.8% |
| Admin fee / account holder | $2 | $128-98.8% | $9,244-100.0% | $110-98.6% |