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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,944 |
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 | $52,007 | $73,404-29.2% | $87,100-40.3% | $67,579-23.0% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.9%+21.0pp | 71.3%+26.6pp |
| Annual return | 17.64% | 48.29%-30.6pp | 28.19%-10.5pp | 378.56%-360.9pp |
| Employer contribution / active EE | $2,009 | $2,014-0.2% | $2,521-20.3% | $2,148-6.5% |
| Participant deferral / active EE | $2,406 | $3,913-38.5% | $4,049-40.6% | $3,539-32.0% |
| Admin fee / account holder | $44 | $142-69.1% | $7,497-99.4% | $142-69.3% |