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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,443 |
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 | $46,407 | $79,519-41.6% | $95,952-51.6% | $73,409-36.8% |
| Participation rate | 99.5% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 10.16% | 19.20%-9.0pp | 91.61%-81.5pp | 59.29%-49.1pp |
| Employer contribution / active EE | $1,841 | $2,048-10.1% | $2,541-27.6% | $2,234-17.6% |
| Participant deferral / active EE | $2,195 | $4,138-47.0% | $4,167-47.3% | $3,805-42.3% |
| Admin fee / account holder | $31 | $184-83.1% | $6,795-99.5% | $158-80.3% |