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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,127 |
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 | $125,278 | $73,102+71.4% | $123,544+1.4% | $56,287+122.6% |
| Participation rate | 90.3% | 74.3%+16.0pp | 82.3%+8.0pp | 69.9%+20.5pp |
| Annual return | -8.78% | 3.01%-11.8pp | 119.20%-128.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,562 | $2,977-47.5% | $4,628-66.2% | $2,111-26.0% |
| Participant deferral / active EE | $6,985 | $5,423+28.8% | $6,426+8.7% | $3,350+108.5% |
| Admin fee / account holder | $47 | $554-91.5% | $9,284-99.5% | $521-90.9% |