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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,488 |
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 | $35,598 | $63,905-44.3% | $74,183-52.0% | $57,658-38.3% |
| Participation rate | 94.8% | 79.8%+15.1pp | 76.6%+18.2pp | 70.2%+24.6pp |
| Annual return | 4.22% | 60.60%-56.4pp | 17.74%-13.5pp | 5.13%-0.9pp |
| Employer contribution / active EE | $1,865 | $1,840+1.4% | $2,370-21.3% | $1,974-5.5% |
| Participant deferral / active EE | $1,917 | $3,448-44.4% | $3,550-46.0% | $3,061-37.4% |
| Admin fee / account holder | $34 | $91-62.4% | $5,586-99.4% | $95-63.8% |