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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,262 |
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 | $43,232 | $50,898-15.1% | $171,082-74.7% | $55,167-21.6% |
| Participation rate | 34.2% | 63.3%-29.1pp | 76.7%-42.5pp | 69.0%-34.8pp |
| Annual return | 11.58% | 15.34%-3.8pp | 32.56%-21.0pp | 169.23%-157.7pp |
| Employer contribution / active EE | $993 | $1,433-30.7% | $4,002-75.2% | $1,963-49.4% |
| Participant deferral / active EE | $1,917 | $2,994-36.0% | $4,797-60.0% | $3,054-37.2% |
| Admin fee / account holder | $118 | $500-76.3% | $8,520-98.6% | $504-76.6% |