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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,406 |
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 | $39,463 | $75,388-47.7% | $123,552-68.1% | $55,725-29.2% |
| Participation rate | 61.2% | 75.7%-14.4pp | 82.3%-21.1pp | 70.9%-9.6pp |
| Annual return | -5.72% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,240 | $3,063-59.5% | $4,628-73.2% | $2,078-40.3% |
| Participant deferral / active EE | $4,304 | $5,651-23.8% | $6,426-33.0% | $3,356+28.3% |
| Admin fee / account holder | $37 | $120-68.9% | $9,285-99.6% | $115-67.7% |