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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 | $64,705+59.4% | $62,929+63.9% | $67,986+51.7% |
| Participation rate | 63.4% | 65.6%-2.2pp | 73.1%-9.8pp | 57.2%+6.2pp |
| Annual return | 12.10% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.6pp |
| Employer contribution / active EE | $2,593 | $2,376+9.1% | $2,505+3.5% | $2,019+28.4% |
| Participant deferral / active EE | $2,581 | $3,198-19.3% | $3,888-33.6% | $3,358-23.1% |
| Admin fee / account holder | $50 | $1,428-96.5% | $5,065-99.0% | $3,203-98.4% |