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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 | $65,072+58.5% | $66,439+55.2% | $65,306+57.9% |
| Participation rate | 63.4% | 69.1%-5.7pp | 74.5%-11.1pp | 57.7%+5.7pp |
| Annual return | 12.10% | 21.50%-9.4pp | 757.66%-745.6pp | 21.94%-9.8pp |
| Employer contribution / active EE | $2,593 | $2,475+4.7% | $2,637-1.7% | $1,967+31.8% |
| Participant deferral / active EE | $2,581 | $3,234-20.2% | $3,876-33.4% | $2,959-12.8% |
| Admin fee / account holder | $50 | $1,323-96.2% | $6,173-99.2% | $3,480-98.6% |