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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 | $67,594+52.6% | $77,361+33.3% | $69,733+47.9% |
| Participation rate | 63.4% | 71.7%-8.3pp | 75.0%-11.6pp | 62.5%+0.9pp |
| Annual return | 12.10% | 19.20%-7.1pp | 1011.54%-999.4pp | 15.22%-3.1pp |
| Employer contribution / active EE | $2,593 | $2,649-2.1% | $2,990-13.3% | $2,250+15.2% |
| Participant deferral / active EE | $2,581 | $3,401-24.1% | $3,911-34.0% | $3,054-15.5% |
| Admin fee / account holder | $50 | $1,159-95.7% | $5,894-99.1% | $3,102-98.4% |