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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,802 |
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 | $58,187 | $65,395-11.0% | $182,558-68.1% | $72,976-20.3% |
| Participation rate | 35.6% | 65.4%-29.8pp | 78.0%-42.4pp | 69.5%-33.9pp |
| Annual return | 20.73% | 27.68%-7.0pp | 148.59%-127.9pp | 81.02%-60.3pp |
| Employer contribution / active EE | $430 | $1,911-77.5% | $4,076-89.5% | $2,440-82.4% |
| Participant deferral / active EE | $1,242 | $3,563-65.2% | $5,526-77.5% | $3,608-65.6% |
| Admin fee / account holder | $94 | $4,245-97.8% | $8,594-98.9% | $5,124-98.2% |