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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $7,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $103,130 | $65,084+58.5% | $67,681+52.4% | $64,340+60.3% |
| Participation rate | 63.4% | 66.7%-3.4pp | 73.7%-10.4pp | 55.2%+8.1pp |
| Annual return | 12.10% | 20.50%-8.4pp | 590.58%-578.5pp | 24.14%-12.0pp |
| Employer contribution / active EE | $2,593 | $2,398+8.1% | $2,678-3.2% | $1,862+39.3% |
| Participant deferral / active EE | $2,581 | $3,210-19.6% | $3,976-35.1% | $2,980-13.4% |
| Admin fee / account holder | $50 | $1,415-96.4% | $6,100-99.2% | $3,703-98.6% |